Powers Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 2, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee

$750/qtr

“PCM will charge a flat fee of $3,000 annually for Consulting Services, which will be charged $750 per quarter in advance.”

Annual fee

$3,000/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Powers Capital Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The firm must send the client a written invoice itemizing the fee, the invoice must detail any formulae used to calculate the fee, the time period covered by the fee and the amount of assets under management on which the fee was based.”
• “Fixed fees are deducted and invoiced in the same fashion as asset based fees for investment services.”
• “All fixed fees for services offered by the firm will be determined in advance based on the agreement between the client and the firm and based on the information provided by the client at that time.”

How Powers Capital Management’s fees compare

• Its annual fee of $3,000 is below the Pennsylvania median of $6,000. 32% of the 74 other Pennsylvania planners that publish an annual fee charge less.
• None of the 2 other planners in Conshohocken that publish an annual fee charge less.

About Powers Capital Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

109

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$43,909,730

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

301914

Website

investwithpowers.com (opens in new tab)

Phone

(215) 908-2839

Can advise clients in 2 states: New Jersey, Pennsylvania

Other planners in Conshohocken that publish fees

• Arin Risk Advisors LLCConshohocken$400/hr
• BTG Capital LLCConshohocken$500/hr, $250⁠-⁠$10,000
• HealthyfpConshohocken$400/hr, $3,000⁠-⁠$8,000
• Overture Wealth ManagementConshohocken$1,000⁠-⁠$7,000, $1,000⁠-⁠$2,500/qtr
• WealthfdConshohocken$250⁠-⁠$1,000/hr, $1,000

Compare all 12 planners in Conshohocken