DW
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Danielle Webster

11 Years of Experience
Greenwood, IN
Broker

Danielle Webster is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood, IN, with 11 years of industry experience. Danielle 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

Greenwood, IN

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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 Advisory Group, LLC
April 2019 - Present · 7 yrs 1 mo
Empower Financial Services, INC.
January 2019 - Present · 7 yrs 4 mos
Empower Financial Services, INC.Broker
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Oneamerica Securities, INC.
November 2017 - March 2018 · 4 mos
Oneamerica Securities, INC.Broker
November 2017 - March 2018 · 4 mos
American Funds Distributors, INC.
December 2014 - August 2017 · 2 yrs 8 mos
American Funds Distributors, INC.Broker
September 2013 - August 2017 · 3 yrs 11 mos
State Registrations1 state
IN
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.