Jennifer Merida is a registered investment advisor at Empower Advisory Group, LLC, based in Cary, IL, with 17 years of industry experience. Jennifer 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
Cary, IL
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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
Jennifer is a 2% owner of Kaidence Chiropractic & Wellness, her husband's chiropractic care business, and performs back office work during nights and weekends. This takes about 10-20% of her time.
Employment History
Current Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.
Empower Financial Services, INC.Broker
Previous Registrations
Money Concepts Capital CORPBroker
Money Concepts Advisory Service
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
Wells Fargo Investments, LLCBroker
State Registrations45 states
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