MD
MD

Marc Delphine

23 Years of Experience
Greenwood Village, CO
BrokerSells Insurance

Marc Delphine is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 23 years of industry experience. Marc 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 ActivitiesSells Insurance

Marc is involved in several outside business activities. These include sales of Legal Shield memberships, sales and investment in Botanical Enlightenment Holdings, Inc., and driving for Uber about 10-20% of his time.

Employment History
Current Registrations
Empower Advisory Group, LLC
August 2023 - Present · 2 yrs 9 mos
Empower Financial Services, INC.
April 2022 - Present · 4 yrs 1 mo
Empower Financial Services, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Prudential Investment Management Services LLCBroker
August 2021 - April 2022 · 8 mos
Prudential Financial Planning Services
May 2017 - August 2021 · 4 yrs 3 mos
Pruco Securities, LLC.Broker
May 2017 - August 2021 · 4 yrs 3 mos
Edward Jones
June 2016 - October 2016 · 4 mos
Edward JonesBroker
March 2016 - October 2016 · 7 mos
Equality Funds, INC.
November 2013 - December 2015 · 2 yrs 1 mo
Integrity Financial Corporation
January 2013 - August 2013 · 7 mos
Transamerica Financial Advisors, INC.
June 2011 - September 2012 · 1 yr 3 mos
Transamerica Financial Advisors, INCBroker
June 2011 - September 2012 · 1 yr 3 mos
Foresters Equity Services, INC.
June 2009 - May 2011 · 1 yr 11 mos
Foresters Equity Services, INC.Broker
October 2007 - May 2011 · 3 yrs 7 mos
Intersecurities, INC.Broker
October 2002 - October 2007 · 5 yrs
Woodbury Financial Services, INC.Broker
December 2000 - October 2002 · 1 yr 10 mos
State Registrations44 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.
Marc Delphine - Financial Advisor | TrueAdvisor