DG
DG
David Grant
26 Years of Experience
Lakewood, CO
1 DisclosureBroker
David Grant is a registered investment advisor at Empower Advisory Group, LLC, based in Lakewood, CO, with 26 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
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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Lakewood, CO
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Regulatory History (1)
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Judgment / Lien
November 2018Employment History
Current Registrations
Empower Advisory Group, LLC
February 2026 - Present · 7 mos
Empower Financial Services, INC.
November 2018 - Present · 7 yrs 10 mos
Empower Financial Services, INC.Broker
November 2018 - Present · 7 yrs 10 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - July 2018 · 0 mos
Strategic Advisers LLC
July 2015 - July 2018 · 3 yrs
Fidelity Brokerage Services LLCBroker
August 2014 - July 2018 · 3 yrs 11 mos
Janus Distributors LLCBroker
April 1999 - December 2013 · 14 yrs 8 mos
Fortis Investors, INC.Broker
December 1998 - March 1999 · 3 mos
State Registrations46 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.