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Kevin Edwards

10 Years of Experience
Greenwood Village, CO
1 Disclosure

Kevin Edwards is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 10 years of industry experience. Kevin 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

8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111

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History

Regulatory History (1)
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Financial
July 2016
Pending
Other Business Activities

Kevin is a mortgage loan officer with Colorado Home Smartz, LLC dba Houz Mortgage, assisting home buyers with mortgage loans.

Employment History
Current Registrations
Empower Advisory Group, LLC
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Cetera Advisors LLC
May 2013 - November 2014 · 1 yr 6 mos
State Registrations1 state
CO
Advisor

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.
Kevin Edwards - Financial Advisor | TrueAdvisor