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Che Bailey

22 Years of Experience
Greenwood Village, CO
Broker

Che Bailey is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 22 years of industry experience. Che 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

Che is involved with Four Sons Enterprises, a spirits branding company. This activity is not investment-related.

Employment History
Current Registrations
Empower Advisory Group, LLC
September 2022 - Present · 3 yrs 8 mos
Empower Financial Services, INC.
September 2022 - Present · 3 yrs 8 mos
Empower Financial Services, INC.Broker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Chelsea Financial ServicesBroker
June 2022 - August 2022 · 2 mos
Capital Benefit Consultants
April 2022 - August 2022 · 4 mos
Capital Benefit Consultants
October 2018 - December 2021 · 3 yrs 2 mos
Personal Capital Advisors Corporation
October 2017 - August 2018 · 10 mos
Lincoln Financial Advisors Corporation
March 2017 - October 2017 · 7 mos
Lincoln Financial Advisors CorporationBroker
March 2017 - October 2017 · 7 mos
Msi Financial Services, INC.Broker
December 2016 - March 2017 · 3 mos
Lincoln Financial Advisors Corporation
January 2014 - November 2015 · 1 yr 10 mos
Lincoln Financial Advisors CorporationBroker
November 2006 - November 2015 · 9 yrs
Metropolitan Life Insurance CompanyBroker
September 2005 - November 2006 · 1 yr 2 mos
Metlife Securities INC.Broker
September 2005 - November 2006 · 1 yr 2 mos
PFS Investments INC.Broker
July 2005 - September 2005 · 2 mos
Amvescap Services, INC.Broker
October 2001 - July 2003 · 1 yr 9 mos
TD Waterhouse Investor Services, INC.Broker
July 1999 - April 2001 · 1 yr 9 mos
Gaines, Berland INC.Broker
January 1999 - June 1999 · 5 mos
State Registrations6 states
GAINMSOKSCTN
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.
Che Bailey - Financial Advisor | TrueAdvisor