Adam Osterman is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 16 years of industry experience. Adam 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
8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111
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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
Adam works in real estate at Heron Real Estate in Jacksonville, FL, spending a few hours per week on real estate-related duties. He also serves as a notary public for friends and family on an as-needed basis.
Employment History
Current Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Empower Financial Services, INC.
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fidelity Brokerage Services LLCBroker
State Registrations46 states
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.