POWERING YOUR RETIREMENT

Overview

Powering Your Retirement is an independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM, hourly, and fixed fees. Its investment activity centers on pooled public funds and mutual funds as the core portfolio building blocks, supplemented by targeted allocations to digital currency and annuity products where appropriate for client objectives. The firm is not a multi-state adviser, does not present itself as a capital allocator, and does not identify as an active ESG investor. Powering Your Retirement’s business model leans toward discretionary portfolio management: the ADV shows the firm manages its reported assets on a discretionary basis. Service delivery appears oriented toward hands-on planning and portfolio oversight for a modest client base rather than large institutional relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices