POWELL WEALTH
Cornelius, North Carolina
Powell Wealth is a highly regarded investment advisory firm based in Cornelius, NC. With over 50 individual clients and an impressive $151,570,000 in assets under management, they provide comprehensive financial services to a diverse range of clients. While their clientele consists of high net worth individuals, Powell Wealth also has the expertise to manage employer funds. As a small firm, Pow...
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Assets Under Mgmt

$151.57M

Investment Professionals

2

Locations

0

% 401K & Individual

11%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.