Aljon Lovelace is a CFP-designated registered investment advisor at Empower Advisory Group, LLC, based in Arlington, TX, with 14 years of industry experience. Aljon 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 297,074 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees are negotiable on a plan sponsor-by-sponsor basis and typically decline for account balances greater than $100,000, up to a maximum of 0.60%.
Fee Estimator
Location
Arlington, TX
Get directionsHistory
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 →Employment History
Current Registrations
Empower Advisory Group, LLC
Previous Registrations
Mdrn Capital
Empower Advisory Group, LLC
Edge Creek Wealth Management LLC
Retirement Planners of America
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Edward Jones
State Registrations1 state
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
More Advisors
- Edward Skinner, CFP, ChFCEmpower Advisory Group, LLC
- Loyd Beacham, CFPPNC Wealth Management
- Nathan Hill, CFPCerity Partners Retirement Plan Consultants
- Richard English, ChFCFourstar Wealth Advisors, LLC
- Charles Blauvelt, ChFCEdward Jones
- Ann Nguyen, ChFCState Farm Investment Management CORP.