Powell Investment Advisors, LLC

Powell Investment Advisors, LLC is a fee-only registered investment advisor established in 2012, managing over $586 million in assets as of December 31, 2024. The firm's mission is to help clients achieve financial security through tailored asset management strategies. They offer portfolio management services focusing on risk assessment, investment composition, and tax management. Powell Investment Advisors follows Modern Portfolio Theory and asset allocation strategies to maximize returns based on individual risk tolerance. The firm acts as a fiduciary for retirement accounts, ensuring advice is in the client's best interest. Clients undergo pre-advisory consultations and complete a profile questionnaire to tailor investment strategies. Fees are asset-based, with a tiered fee structure starting at 1.00% for the first $3 million, with a minimum annual fee of $10,000. The firm has discretion to negotiate fees based on portfolio complexity. Powell Investment Advisors does not participate in class action lawsuits on behalf of clients and does not vote client proxies. The firm does not have any disciplinary events to report and does not provide financial information in the brochure. Clients have the right to terminate services with a 30-day notice. Powell Investment Advisors does not provide custody services but uses Charles Schwab as a custodian. The firm discloses potential conflicts of interest related to private investment fund affiliations and referral compensation.