Nicholas Luise is a registered investment advisor at Empower Advisory Group, LLC, based in Plympton, MA, with 19 years of industry experience. Nicholas 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
Plympton, MA
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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
Nicholas is the treasurer of the Cranberry Knoll Condo Association, starting in May 2024. He spends minimal time tallying income, paying bills, documenting via QuickBooks, and attending monthly board meetings.
Employment History
Current Registrations
Empower Advisory Group, LLC
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Empower Advisory Group, LLC
Personal Capital Advisors Corporation
Citizens Investment Services
Citizens Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citizens Securities, INC.
Citizens Securities, INC.Broker
Pioneer Institutional Asset Management, INC.
Pioneer Funds Distributor, INC.Broker
State Registrations1 state
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.