Powers Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$250,912,566
Total clients
517
19% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
172
Average account size
$485,324
Client services
Fee options
$2,000 fixed fee for standalone financial planning services (negotiable)
$0 - $1,000,000: 1.00% annually $1,000,001+: 0.50% annually
Account minimum: $100,000 (may be waived at discretion) Fee-only: Investment management fees charged as a percentage of assets under management; financial planning fees are fixed or included in management fees.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Powers Advisory Group, LLC
2603 Plaza Drive
Highland IL 62249, United States
Number of offices
1
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