Benjamin Beatty is a registered investment advisor at Empower Advisory Group, LLC, based in Denver, CO, with 15 years of industry experience. Benjamin 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
Denver, CO
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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
Benjamin owns rental property since 2022, renting out a suite in his basement. This investment takes a few hours per week.
Employment History
Current Registrations
Empower Financial Services, INC.Broker
Empower Advisory Group, LLC
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Colorado Financial Service Corporation
Colorado Financial Service CorporationBroker
Robinhood Financial, LLCBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
J.P. Turner & Company, L.L.C.Broker
State Registrations46 states
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