Andrew Powers is a ChFC-designated registered investment advisor at Pension & Wealth Management Advisors, based in Waltham, MA, with 37 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 371 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Under certain circumstances, PWMA may negotiate the fee based on the portfolio being managed and the scope of the relationship.
Fee Estimator
Location
800 South Street, Suite 160, Waltham, MA, 02453
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew operates National Wealth Management Group, LLC as a DBA for his LPL business and provides investment advisory services through it, dedicating full-time hours to this activity. He also serves as a FINRA arbitrator since June 2023.
Employment History
Current Registrations
Pension & Wealth Management Advisors
Previous Registrations
Pension & Wealth Management Advisors
National Wealth Management Group, LLC
National Wealth Management Group, LLC
LPL Financial LLCBroker
Usi Advisors
Usi Securities, INC.Broker
Manulife Investment Management (US) LLC
John Hancock Distributors LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Ameritas Investment CORP.Broker
Carillon Investments, INC.Broker
Scudder Distributors, INC.Broker
Aetna Investment Services, INC.Broker
Aetna Capital Management, INC.Broker
Connecticut Mutual Financial Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.