AA
AA

Ali Ardehali

17 Years of Experience
Thornton, CO
Broker

Ali Ardehali is a registered investment advisor at Empower Advisory Group, LLC, based in Thornton, CO, with 17 years of industry experience. Ali 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

Thornton, CO

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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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Employment History
Current Registrations
Empower Financial Services, INC.
April 2022 - Present · 4 yrs 1 mo
Empower Advisory Group, LLC
April 2022 - Present · 4 yrs 1 mo
Empower Financial Services, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Advice and Planning Services
June 2012 - March 2022 · 9 yrs 9 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2008 - March 2022 · 13 yrs 9 mos
National Planning CorporationBroker
March 2008 - March 2008 · 0 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.
Ali Ardehali - Financial Advisor | TrueAdvisor