BD
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Brigid Dolan

12 Years of Experience
Haverhill, MA
Broker

Brigid Dolan is a registered investment advisor at Empower Advisory Group, LLC, based in Haverhill, MA, with 12 years of industry experience. Brigid 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K - $400K0.30%
$400K+0.20%

EAG reserves the right to offer discounted fees or waive periodic fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Haverhill, MA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Empower Advisory Group, LLC
January 2024 - Present · 2 yrs 4 mos
Empower Financial Services, INC.
September 2023 - Present · 2 yrs 8 mos
Empower Financial Services, INC.Broker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLC
December 2021 - July 2023 · 1 yr 7 mos
J.P. Morgan Securities LLCBroker
November 2021 - July 2023 · 1 yr 8 mos
J.P. Morgan Securities LLC
May 2018 - June 2021 · 3 yrs 1 mo
J.P. Morgan Securities LLCBroker
March 2018 - June 2021 · 3 yrs 3 mos
MML Investors Services, LLCBroker
February 2018 - March 2018 · 1 mo
Prudential Financial Planning Services
December 2016 - December 2017 · 1 yr
Pruco Securities, LLC.Broker
February 2015 - December 2017 · 2 yrs 10 mos
Vasiliou & Company, INC.Broker
November 1999 - December 2001 · 2 yrs 1 mo
State Registrations45 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.