Matthew Herrmann
Matthew Herrmann is a registered investment advisor at Empower Advisory Group, LLC, based in Lewis Center, OH, with 24 years of industry experience. Matthew 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
Lewis Center, OH
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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
Matthew is an at-large board member for the North Carolina Council on Economic Education, dedicating a few hours per week. He also serves as an HOA trustee for Piatt Meadows Home Owners Association, spending minimal time per month.
Employment History
Current Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Previous Registrations
Prudential Investment Management Services LLCBroker
Nationwide Investment Services CorporationBroker
State Registrations1 state
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