JM
JM

Joseph Marrs

25 Years of Experience
Minneapolis, MN
Broker

Joseph Marrs is a registered investment advisor at Empower Advisory Group, LLC, based in Minneapolis, MN, with 25 years of industry experience. Joseph 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

Minneapolis, MN

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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 Financial Services, INC.Broker
January 2022 - Present · 4 yrs 4 mos
Empower Advisory Group, LLC
January 2022 - Present · 4 yrs 4 mos
Empower Financial Services, INC.
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Alight Financial Advisors, LLC
June 2019 - November 2021 · 2 yrs 5 mos
Alight Financial Solutions, LLCBroker
June 2019 - November 2021 · 2 yrs 5 mos
Fbl Marketing Services, LLCBroker
April 2019 - June 2019 · 2 mos
Fbl Wealth Management, LLC
April 2019 - June 2019 · 2 mos
LPL Financial LLC
May 2015 - May 2017 · 2 yrs
LPL Financial LLCBroker
May 2015 - May 2017 · 2 yrs
Edward Jones
November 2014 - January 2015 · 2 mos
Edward JonesBroker
October 2014 - January 2015 · 3 mos
Questar Capital CorporationBroker
December 2006 - July 2014 · 7 yrs 7 mos
Usallianz Securities, INC.Broker
February 1998 - December 2006 · 8 yrs 10 mos
State Registrations52 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.