Powell Wealth (CRD# 144230) is a financial advisory firm headquartered in Cornelius, NC. They manage $110,237,966 in 106 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management110MILLION
Total Number of Accounts106ACCOUNTS
Average Account Value$1,039,981
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
David Powell (CRD# 2510305) is an Investment Advisor Representative working at Powell Wealth in Cornelius, NC and has over 23 years of experience in the finance industry.