RY
RY

Robert Young

28 Years of Experience
Greenwood Village, CO
Broker

Robert Young is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 28 years of industry experience. Robert 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
Loading...

Location

8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Empower Advisory Group, LLC
February 2017 - Present · 9 yrs 3 mos
Empower Financial Services, INC.
March 2008 - Present · 18 yrs 2 mos
Empower Financial Services, INC.Broker
March 2008 - Present · 18 yrs 2 mos
Previous Registrations
Ing Financial Advisers, LLC
February 2005 - March 2008 · 3 yrs 1 mo
Ing Financial Advisers, LLCBroker
May 2000 - March 2008 · 7 yrs 10 mos
Copeland Equities LLCBroker
December 1997 - April 2000 · 2 yrs 4 mos
State Registrations3 states
CTMARI
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.