SB
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Suzanne Bell

15 Years of Experience
Asheville, NC
2 DisclosuresBroker

Suzanne Bell is a registered investment advisor at Empower Advisory Group, LLC, based in Asheville, NC, with 15 years of industry experience. Suzanne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 297,074 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1966 advisors
Number of Clients
297,074 clients
Average Client Portfolio
$658K average
Assets Under Management
$195.4B

Fee Structure

Minimum Investment:$5
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.60%

Fees are negotiable on a plan sponsor-by-sponsor basis and typically decline for account balances greater than $100,000, up to a maximum of 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Asheville, NC

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History

Regulatory History (2)
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Judgment / Lien
September 1996
Judgment / Lien
August 1995
Employment History
Current Registrations
Empower Advisory Group, LLC
September 2026 - Present · 1 mo
Empower Financial Services, INC.
February 2025 - Present · 1 yr 8 mos
Empower Financial Services, INC.Broker
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Stonehaven, LLCBroker
December 2023 - December 2024 · 1 yr
Independent Investment Bankers, CORP.Broker
February 2021 - December 2023 · 2 yrs 10 mos
Ba Securities, LLCBroker
March 2017 - February 2021 · 3 yrs 11 mos
Stillpoint Capital, LLCBroker
May 2016 - February 2017 · 9 mos
Dme Securities, LLCBroker
October 2014 - April 2016 · 1 yr 6 mos
Tigress Financial Partners, LLCBroker
October 2011 - November 2012 · 1 yr 1 mo
Wells Fargo Advisors, LLCBroker
April 2008 - February 2010 · 1 yr 10 mos
Wachovia Securities, LLCBroker
July 2005 - November 2006 · 1 yr 4 mos
State Registrations46 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.
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