JB
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Janine Beal

30 Years of Experience
Scituate, MA
Broker

Janine Beal is a registered investment advisor at Empower Advisory Group, LLC, based in Scituate, MA, with 30 years of industry experience. Janine 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

Scituate, 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 2020 - Present · 6 yrs 4 mos
Empower Financial Services, INC.
January 2020 - Present · 6 yrs 4 mos
Empower Financial Services, INC.Broker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2012 - January 2020 · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2011 - January 2020 · 8 yrs 2 mos
Mmc Securities CORP.Broker
January 2005 - August 2008 · 3 yrs 7 mos
Putnam Retail Management Limited PartnershipBroker
July 1992 - January 2005 · 12 yrs 6 mos
State Registrations6 states
INKYMAMINHTX
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.
Janine Beal - Financial Advisor | TrueAdvisor