EC
EC

Eric Chodkowski

13 Years of Experience
Greenwood Village, CO
Broker

Eric Chodkowski is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 13 years of industry experience. Eric 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
Loading...

Location

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

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Empower Advisory Group, LLC
April 2023 - Present · 3 yrs 1 mo
Empower Financial Services, INC.Broker
December 2022 - Present · 3 yrs 5 mos
Empower Financial Services, INC.
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Personal Capital Advisors Corporation
December 2020 - April 2023 · 2 yrs 4 mos
Santander Securities
March 2019 - December 2020 · 1 yr 9 mos
Santander Securities LLCBroker
February 2019 - December 2020 · 1 yr 10 mos
People's Securities, INC.
November 2016 - March 2018 · 1 yr 4 mos
People's Securities, INC.Broker
November 2016 - March 2018 · 1 yr 4 mos
Tiaa-Cref Advice and Planning Services
April 2012 - January 2016 · 3 yrs 9 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
April 2012 - January 2016 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2011 - March 2012 · 7 mos
Morgan Stanley Smith Barney LLC
June 2010 - June 2011 · 1 yr
Morgan Stanley Smith BarneyBroker
May 2010 - June 2011 · 1 yr 1 mo
State Registrations1 state
MA
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.