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How does the advisor help clients – Key Takeaways:
POWERS CAPITAL MANAGEMENT, LLC is a financial advisory firm that provides expert guidance and management services to individual and institutional clients. With a team of seasoned professionals and a wealth of experience in the financial industry, they are dedicated to helping their clients achieve their financial goals and secure their financial future.
Here are some key takeaways on how POWERS CAPITAL MANAGEMENT, LLC helps their clients:
- Utilizes a personalized approach to create tailored financial strategies for each client
- Focuses on long-term investments and wealth preservation
- Provides comprehensive financial planning services
- Employs a disciplined investment process to mitigate risk and maximize returns
- Offers ongoing support and monitoring to adjust strategies as needed
Facts and Insights
POWERS CAPITAL MANAGEMENT, LLC has been in business for 15 years, making them a well-established and trusted name in the financial industry. They currently manage assets worth over $500 million and have a team of 10 experienced advisors who are dedicated to providing top-notch services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
POWERS CAPITAL MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of the main services they provide include:
- Personalized financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
Client Types
POWERS CAPITAL MANAGEMENT, LLC caters to a variety of clients, including high net worth individuals, families, businesses, and institutions. They understand that each client has unique financial goals and needs, and they customize their services accordingly to provide the best solutions for their clients.
Fees & Compensation
POWERS CAPITAL MANAGEMENT, LLC operates as a fee-only firm, which means their only source of income is the fees they charge for their services. This ensures that their recommendations and advice are always in the best interest of their clients, as they do not receive any commissions or incentives from third-party providers.
Their fees are based on a percentage of the assets under management, which aligns their interests with that of their clients and ensures that they are committed to helping their clients achieve their financial goals.
Background
POWERS CAPITAL MANAGEMENT, LLC was founded in 2006 by John Powers, a seasoned financial advisor with over 20 years of experience in the industry. He established the firm with a vision to provide personalized and comprehensive financial services to clients, and today, that vision continues to be the driving force behind the firm’s success.
Financial Advisor Disclosures to Know
As a registered investment advisor, POWERS CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest to their clients. They are committed to transparency and always strive to maintain open and honest communication with their clients.
Some of the potential conflicts of interest that clients should be aware of include:
- Receiving compensation from third-party providers for recommending their products or services
- Any affiliations or relationships with other financial firms
- Personal investments made by the firm’s advisors that may conflict with the recommendations given to clients
POWERS CAPITAL MANAGEMENT, LLC takes these disclosures seriously and always puts their clients’ best interests first.