PB
PB
Patrick Beach
24 Years of Experience
Greenwood Village, CO
1 DisclosureBroker
Patrick Beach is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 24 years of industry experience. Patrick 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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (1)
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Criminal
February 1986Final Disposition
Employment History
Current Registrations
Empower Advisory Group, LLC
June 2021 - Present · 4 yrs 11 mos
Empower Financial Services, INC.Broker
May 2021 - Present · 5 yrs
Previous Registrations
American Century Investments Private Client Group, INC.
November 2017 - May 2021 · 3 yrs 6 mos
American Century Advisory Services, INC.
May 2009 - December 2012 · 3 yrs 7 mos
American Century Brokerage, INC.Broker
September 2008 - December 2012 · 4 yrs 3 mos
American Century Investment Services INC.Broker
April 2005 - May 2021 · 16 yrs 1 mo
H&r Block Financial Advisors, INC.Broker
January 2004 - January 2005 · 1 yr
Charles Schwab & CO., INC.Broker
March 2000 - January 2001 · 10 mos
J. W. Gant & Associates, INC.Broker
August 1990 - March 1992 · 1 yr 7 mos
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.