Powerscale Capital Management

CRD#298839
Investment Advisor Firm

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Overview

Powerscale Capital Management is a financial advisory firm located in Menlo Park, California. It has a small team of two employees, all of whom are financial advisors. Powerscale Capital Management does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal investments like options, equities and bonds.

The company's headquarters is at 2884 Sand Hill Road, Menlo Park, California 94025.

Editorial note: Under some conditions, advisors and firms can register as exempt reporting advisors with the SEC, meaning they file an abbreviated version of the Form ADV. As a result, this is all of the available information for Powerscale Capital Management. Please visit the SEC website for more information at https://www.sec.gov

Number of Advisors

2

Disclosures

No

Office Location

2884 Sand Hill Road
Menlo Park, CA 94025

Powerscale Capital Management by the Numbers

Total Number of Employees

2

National Average: 4,943

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Products and Services

Financial services that Powerscale Capital Management offers can include portfolio management for pooled investment vehicles and selection of other advisers. Notably, the firm did not provide financial planning services to any of its accounts in the prior financial year. It is not engaged in selling products or offering services aside from investment advisory services to its investment advisory customers.

Core Advisor Services

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    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 23% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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    Publication of Periodicals

    This is the publication of various financial education materials.

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    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

Financial advisory fees vary depending on which services are offered. Fee types charged by the firm likely consist of the following fee structures: asset-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available

  • Offered by 75% of firms

    Percentage of Assets

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    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 12% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

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    Hourly

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    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 3% of firms that offer this fee type

    Commissions

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    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

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    Performance-based

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    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

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    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Fixed

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    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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Disclosures

Powerscale Capital Management does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA