CE
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Cynthia Egger

26 Years of Experience
Greenwood Village, CO
Broker

Cynthia Egger is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 26 years of industry experience. Cynthia 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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Employment History
Current Registrations
Empower Advisory Group, LLC
October 2016 - Present · 9 yrs 7 mos
Empower Financial Services, INC.Broker
May 2015 - Present · 11 yrs
Previous Registrations
Lincoln Financial Advisors CorporationBroker
August 2001 - February 2015 · 13 yrs 6 mos
The Lincoln National Life Insurance CompanyBroker
August 2001 - June 2006 · 4 yrs 10 mos
Safeco Investment Services, INC.Broker
March 1999 - May 2001 · 2 yrs 2 mos
State Registrations6 states
AKAZCAIDORWA
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.
Cynthia Egger - Financial Advisor | TrueAdvisor