A complete list of active advisors currently associated with Powerhouse Assets LLC

Warmer can help you find a great advisor at Powerhouse Assets LLC or one who fits your needs even better.

PowerHouse Assets LLC provides ongoing portfolio management primarily to individual and high-net-worth clients, managing roughly $214.8 million across about 60 client relationships with a three-advisor team. The firm delivers continuous, discretionary management of individually held accounts, constructing broadly diversified portfolios using low-cost, tax-efficient mutual funds and ETFs. The firm’s investment philosophy emphasizes global asset-class allocation and diversification over market timing or individual security selection, with portfolios monitored continuously, reviewed quarterly, and rebalanced at least annually. Clients grant discretionary trading authority under written agreements, and the firm frames its advice around efficient markets and long-term risk/return tradeoffs. Noteworthy features for a firm of this size and structure include a relatively high AUM concentration with a small advisory team and a predominantly discretionary book of business. PowerHouse Assets operates as a fee-only adviser that does not use wrap programs, recommends Fidelity as custodian while not permitting directed brokerage, does not aggregate trades, and leaves proxy voting to clients.

To learn more about the advisors currently working at Powerhouse Assets LLC, 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.