How does the advisor help clients – Key Takeaways:
Powervia Ventures LLC is committed to providing expert financial advice and guidance to its clients without the need for them to directly state their financial needs. By offering a variety of financial services and catering to different client types, Powervia Ventures LLC is able to help a wide range of individuals and businesses manage their finances effectively.
Facts and Insights:
Powervia Ventures LLC was founded in 2010 and has been in business for 11 years. As of September 2021, the company has $200 million in assets under management and employs 10 financial advisors who are experts in their respective fields.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 10 | 11 years |
Financial Services Offered:
Powervia Ventures LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include but are not limited to:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance planning
- Asset allocation
Client Types:
Powervia Ventures LLC caters to a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- Corporations
- Non-profit organizations
Fees & Compensation:
Powervia Ventures LLC charges a percentage of assets under management as its fee for managing a client’s investments. This fee ranges from 0.5% to 1.5%, depending on the client’s portfolio size. The company may also charge hourly fees for financial planning and consulting services.
Background:
Powervia Ventures LLC was founded by a team of experienced financial professionals who wanted to help individuals and businesses achieve their financial goals. With a focus on personalized and unbiased advice, Powervia Ventures LLC has become a trusted name in the financial industry.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Powervia Ventures LLC is required to disclose any potential conflicts of interest that may arise in its client relationships. These disclosures are made in the company’s Form ADV, which is publicly available on the Securities and Exchange Commission’s website.