David Steinberg is a registered investment advisor at Empower Advisory Group, LLC, based in Monument, CO, with 24 years of industry experience. David 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
Monument, CO
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Regulatory History
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 Financial Services, INC.
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Previous Registrations
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
Mercer Allied Company, L.P.Broker
Dion Money Management LLC
Dion Money Management INC
UBS Financial Services INC.Broker
Phoenix Equity Planning CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations46 states
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