EF
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Elizabeth Feist

26 Years of Experience
Greenwood Village, CO
Broker

Elizabeth Feist is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 26 years of industry experience. Elizabeth 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

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

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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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Other Business Activities

Elizabeth is the President of Thespian Legacy Foundation, a booster club for Legacy High School Drama Club. Her responsibilities include presiding over meetings, coordinating officers, and acting as a liaison, but the filing does not specify how much time this requires.

Employment History
Current Registrations
Empower Advisory Group, LLC
January 2018 - Present · 8 yrs 8 mos
Empower Financial Services, INC.
November 2002 - Present · 23 yrs 10 mos
Empower Financial Services, INC.Broker
November 2002 - Present · 23 yrs 10 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
December 2001 - October 2002 · 10 mos
Janus Distributors, INC.Broker
June 1998 - May 2001 · 2 yrs 11 mos
State Registrations6 states
AKCOMONYPAWI
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.