HL
CFP
HL
CFP

Herbert Landstreet

18 Years of Experience
Greenwood Village, CO
Broker

Herbert Landstreet is a CFP-designated registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 18 years of industry experience. Herbert 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K - $400K0.30%
$400K+0.20%

EAG reserves the right to offer discounted fees or waive periodic fees.

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

8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111

Get directions

History

Regulatory History
Clean regulatory record

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
January 2017 - Present · 9 yrs 4 mos
Empower Financial Services, INC.Broker
November 2015 - Present · 10 yrs 6 mos
Empower Financial Services, INC.
November 2015 - Present · 10 yrs 6 mos
Previous Registrations
Cetera Investment Services LLCBroker
May 2014 - November 2015 · 1 yr 6 mos
Cetera Investment Advisers LLC
May 2014 - November 2015 · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
January 2014 - May 2014 · 4 mos
Raymond James & Associates, INC.
February 2013 - May 2014 · 1 yr 3 mos
Raymond James & Associates, INC.Broker
February 2013 - May 2014 · 1 yr 3 mos
Morgan Keegan & Company, INC.
September 2007 - February 2013 · 5 yrs 5 mos
Morgan Keegan & Company, INC.Broker
May 2007 - February 2013 · 5 yrs 9 mos
State Registrations5 states
ARCTKYMSTN
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.
Herbert Landstreet - Financial Advisor | TrueAdvisor