Robert Palfreyman
Robert Palfreyman is a CFP-designated registered investment advisor at Empower Advisory Group, LLC, based in American Fork, UT, with 13 years of industry experience. Robert 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
American Fork, UT
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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 →Other Business Activities
Robert teaches online Excel classes for Brigham Young University and owns rental property. Teaching takes about a quarter of Robert's time, while managing the rental property takes a few hours per week.
Employment History
Current Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.
Empower Financial Services, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Charles Schwab & CO., INC.Broker
State Registrations45 states
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.