How does the advisor help clients – Key Takeaways:
Powers Investment Advisory Corporation is a trusted financial advisor that has been serving clients for over 15 years. They provide personalized and comprehensive financial services to help clients achieve their financial goals. Their team of financial experts are highly experienced and knowledgeable in various aspects of finance including investing, retirement planning, and risk management.
Facts and Insights
Powers Investment Advisory Corporation has consistently ranked among the top investment advisory firms in the country. In addition, they have been recognized for their exceptional customer service and their expertise in various financial services. Below are some key figures and insights about the firm:
| Assets Under Management | $1.5 billion |
| Number of Advisors | 30 |
| Time in Business | 15 years |
Financial Services Offered
Powers Investment Advisory Corporation offers a wide range of financial services to cater to the diverse needs of their clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Risk management
Client Types
The firm serves a variety of clients, including individuals, families, and businesses. They work with clients of all ages and financial backgrounds and are dedicated to helping each client achieve their unique financial goals.
Fees & Compensation
Powers Investment Advisory Corporation operates on a fee-only basis, which means they do not receive any commissions for recommending or selling financial products. Their fees are based on a percentage of the assets under management, ensuring that their interests are aligned with their clients’ interests. They are committed to transparency and do not have any hidden fees or charges.
Background
The firm was founded in 2005 by John Powers, a highly experienced financial advisor with over 25 years of experience in the industry. Under his leadership, Powers Investment Advisory Corporation has grown to become a leading financial advisor in the country. The firm is headquartered in New York City and has offices in several other major cities across the United States.
Financial Advisor Disclosures to Know
As a registered investment advisor, Powers Investment Advisory Corporation adheres to the highest standards of transparency and ethical conduct. They are required to disclose any conflicts of interest or potential conflicts of interest to their clients. They also provide their clients with a Form ADV, which outlines their business practices, fees, and services.