Michael
Powell
Grove Point Advisors, LLC
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About this Advisor
Michael Powell is a financial advisor who works out of Myrtle Beach, South Carolina who has 2 years of industry experience. Powell currently works for Grove Point Advisors, LLC. Throughout their career, Powell has worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, Powell Wealth Management, LLC, Cox Bell Powell, LLC and H. Beck, Inc. Powell holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in South Carolina. Grove Point Advisors, LLC is a registered investment company headquartered in Rockville, MD. The company has offices in 208 locations and a total of 333 people on staff. It has $2 billion in assets under management among its 8,355 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 19 charitable organizations. Of its 8,355 client accounts, 18% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees typically vary depending on the type of financial services provided. However, fee types billed by Grove Point Advisors, LLC can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grove Point Advisors, LLC Brokerage Details
$1,926,783,604
333
8,355
$230,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Powell Work History
Michael has been registered as a financial advisor for 2 years.*
Grove Point Advisors, LLC
Grove Point Investments, LLC
Powell Wealth Management, LLC
H. Beck, Inc
Cox Bell Powell, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Powell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Grove Point Advisors, LLC
Rockville, MD
Lutherville Timonium, MD
Victor, NY
Bethlehem, PA
Paso Robles, CA
Wheaton, IL
Rockville, MD
Rockville, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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