Eric Powell is a registered investment advisor at Jazz Wealth Managers, INC., based in Largo, FL, with 10 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 3,339 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.50% |
| $25K - $50K | 1.25% |
| $50K - $100K | 1.00% |
| $100K - $250K | 0.75% |
| $250K+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
2300 Tall Pines Dr. #126, Largo, FL, 33771
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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 →Employment History
Current Registrations
Jazz Wealth Managers, INC.
Previous Registrations
Rightplan Financial
Core Wealth Advisors, INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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.