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Gene Noel

24 Years of Experience
Nashua, NH
Broker

Gene Noel is a registered investment advisor at Empower Advisory Group, LLC, based in Nashua, NH, with 24 years of industry experience. Gene 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

Nashua, NH

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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
November 2024 - Present · 1 yr 6 mos
Empower Financial Services, INC.
November 2024 - Present · 1 yr 6 mos
Empower Financial Services, INC.Broker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2021 - December 2023 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2021 - December 2023 · 2 yrs 3 mos
Fidelity Personal and Workplace Advisors
July 2018 - July 2020 · 2 yrs
Strategic Advisers LLC
August 2010 - July 2018 · 7 yrs 11 mos
Fidelity Brokerage Services LLCBroker
March 2004 - July 2020 · 16 yrs 4 mos
Putnam Retail Management Limited PartnershipBroker
June 2000 - February 2004 · 3 yrs 8 mos
Metlife Securities INC.Broker
February 1999 - October 1999 · 8 mos
Metropolitan Life Insurance CompanyBroker
February 1999 - October 1999 · 8 mos
State Registrations45 states
AKALARAZCACTDEGAHIIAIDILINKSKYMAMEMIMNMOMSMTNCNDNENHNJNMNVNYOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.