Karl Schofield is a registered investment advisor at Empower Advisory Group, LLC, based in Cummaquid, MA, with 31 years of industry experience. Karl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B 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 $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K - $400K | 0.30% |
| $400K+ | 0.20% |
EAG reserves the right to offer discounted fees or waive periodic fees.
Fee Estimator
Location
Cummaquid, MA
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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
Empower Advisory Group, LLC
Empower Financial Services, INC.
Empower Financial Services, INC.Broker
Previous Registrations
Voya Retirement Advisors, LLC
Voya Financial Partners, LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Cco Investment Services CORP.Broker
Liberty Funds Distributor, INC.Broker
Fidelity Distributors CorporationBroker
National Financial Services CorporationBroker
Fidelity Brokerage Services, INC.Broker
Fidelity Distributors CorporationBroker
State Registrations45 states
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