Broc Taylor

17 Years of Experience

Colorado Springs, CO

1 DisclosureBroker

Broc Taylor is a registered investment advisor at Empower Advisory Group, LLC, based in Colorado Springs, CO, with 17 years of industry experience. Broc 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.

Empower Advisory Group, LLC

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 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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

6171 Donahue Drive, Colorado Springs, CO, 80923

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

January 1999

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Employment History

Current Registrations

Empower Advisory Group, LLC

September 2017 - Present · 8 yrs 8 mos

Empower Financial Services, INC.Broker

September 2014 - Present · 11 yrs 8 mos

Previous Registrations

J.P. Morgan Institutional Investments INC.Broker

May 2008 - September 2014 · 6 yrs 4 mos

State Registrations46 states

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AdvisorBrokerBoth

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Exams

No exam information available for this advisor.

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