A complete list of active advisors currently associated with Ellen Powers Consulting Inc.
Warmer can help you find a great advisor at Ellen Powers Consulting Inc. or one who fits your needs even better.
The firm provides consulting and subadvisory services to a single registered investment adviser and does not maintain independent individual client accounts. Its brochure states it no longer accepts clients directly and does not have custody of client assets. When acting as a subadviser the firm follows the primary adviser's methods of analysis and investment strategies and reviews accounts according to the primary adviser's procedures. The firm does not select broker-dealers for client transactions, does not vote client securities, and does not accept discretionary authority to manage accounts. Unlike many peers in the investment-manager category, the firm does not maintain a fee schedule or indicate the use of percentage-of-assets-under-management fees, and its business model is focused on consulting and subadvisory work rather than direct asset management. The firm is controlled by a single supervised principal who holds the CFA designation and whose consulting agreement provides for referral-related compensation beyond base fees, and the brochure emphasizes availability of written disclosures and compliance materials on request.
To learn more about the advisors currently working at Ellen Powers Consulting Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Rockland, DE
| 26
|
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