Marisa Lindsey
Marisa Lindsey is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 20 years of industry experience. Marisa 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
8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111
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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 →Employment History
Current Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Empower Financial Services, INC.
Previous Registrations
Ascensus Investment Advisors, LLC
Bb&t Institutional Investment Advisers, INC.
First Citizens Investor Services, INC.Broker
First Citizens Investor Services, INC.
Newport Group Securities, INC.
Newport Group Securities, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Wells Fargo Investments, LLCBroker
Securities Service Network, INC.Broker
State Registrations9 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.