Joseph Walsh is a registered investment advisor at Empower Advisory Group, LLC, based in Tilghman, MD, with 29 years of industry experience. Joseph 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
Tilghman, MD
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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
Alliant Wealth Advisors
Bb&t Institutional Investment Advisers, INC.
PNC Capital Advisors LLC
PNC Capital Advisors LLC
PNC Funds Distributor, LLCBroker
Shdr Investment Advisers, INC.
J.W. Korth & CompanyBroker
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.Broker
Suntrust Securities, INC.Broker
Amsouth Investment Services, INC.Broker
First Maryland Brokerage CorporationBroker
Smith Barney Shearson INC.Broker
State Registrations2 states
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