CD
CD

Christopher D'espinosa

18 Years of Experience
Greenwood Village, CO
1 DisclosureBroker

Christopher D'espinosa is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 18 years of industry experience. Christopher 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 (1)
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Financial
January 2024
Final
Other Business Activities

Christopher works as an independent contractor for Door Dash, providing food delivery services, and as a sports data scout for Sportsdata. Both activities require minimal time each month and are not investment-related.

Employment History
Current Registrations
Empower Advisory Group, LLC
April 2023 - Present · 3 yrs 3 mos
Empower Financial Services, INC.
February 2023 - Present · 3 yrs 5 mos
Empower Financial Services, INC.Broker
February 2023 - Present · 3 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2019 - January 2023 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2019 - January 2023 · 3 yrs 8 mos
Fidelity Personal and Workplace Advisors
July 2018 - April 2019 · 9 mos
Strategic Advisers LLC
June 2009 - July 2018 · 9 yrs 1 mo
Fidelity Brokerage Services LLCBroker
February 2007 - April 2019 · 12 yrs 2 mos
State Registrations45 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.
Christopher D'espinosa - Financial Advisor | TrueAdvisor