Daniel Ohara is a registered investment advisor at Empower Advisory Group, LLC, based in Wilmington, NC, with 29 years of industry experience. Daniel 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
Wilmington, NC
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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
Daniel serves as a co-executor of an irrevocable trust since 2000, dedicating minimal time to this activity.
Employment History
Current Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Empower Financial Services, INC.
Previous Registrations
Prudential Customer Solutions LLC
Prudential Investment Management Services LLCBroker
Pruco Securities, LLC.Broker
Source Capital Group, INC.Broker
Kaufman Bros., L.P.Broker
Hapoalim Securities USA, INC.Broker
Access Securities, LLCBroker
Jesup & Lamont Securities CORPBroker
J Giordano Securities GroupBroker
First Brokers Securities, INC.Broker
Liberty Patriot Securities INC.Broker
Garban Corporates GPBroker
State Registrations45 states
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.