Matthew Lorenzo
Matthew Lorenzo is a registered investment advisor at Empower Advisory Group, LLC, based in Bountiful, UT, with 14 years of industry experience. Matthew 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
Bountiful, UT
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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
Matthew is a 10% partner in LiquidShop, a firm that develops manufacturing software. He spends a few hours per week on this business, with no time spent during securities business hours.
Employment History
Current Registrations
Empower Financial Services, INC.
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
E*trade Securities LLCBroker
E*trade Capital Management, LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations45 states
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