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Sasha Walters

13 Years of Experience
Greenwood Village, CO
Broker

Sasha Walters is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 13 years of industry experience. Sasha 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

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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.

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Other Business Activities

Sasha is the Owner and Executive Designer at Designed Life Co., providing design consultation on interior and exterior design/organization projects. This requires minimal time each month and does not occur during business hours.

Employment History
Current Registrations
Empower Advisory Group, LLC
January 2020 - Present · 6 yrs 4 mos
Empower Financial Services, INC.Broker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - August 2019 · 1 yr 1 mo
Strategic Advisers LLC
April 2015 - July 2018 · 3 yrs 3 mos
Fidelity Brokerage Services LLCBroker
October 2014 - August 2019 · 4 yrs 10 mos
Chase Investment Services CORP.Broker
August 2009 - June 2012 · 2 yrs 10 mos
State Registrations52 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.