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Powell Investment Advisors, LLC

Headquartered in MIAMI, FL

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Firm Information

Powell Investment Advisors, LLC is an investment advisor headquartered in Miami, FL. The firm provides portfolio management services for individuals and pooled investment vehicles. They also offer consulting services and have $517,946,712 in regulatory assets under management.

Powell Investment Advisors, LLC

3444 MAIN HIGHWAY

MIAMI, FL 33133

$517.95M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

POWELL INVESTMENT ADVISORS, LLC has a total of 1 branch locations across the country.
location

MIAMI, FL

Advisors at Powell Investment Advisors, LLC

View All 2 Advisors
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Jesse Aaron Wachs

CFA®, RA

MIAMI, FL

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Todd Jordan Gross

RA

MIAMI, FL

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Disclosures

There are no public disclosures for Powell Investment Advisors, LLC.

Frequently Asked Questions (7)

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