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Chris Schafersman

13 Years of Experience
Greenwood Village, CO
1 DisclosureBroker

Chris Schafersman is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 13 years of industry experience. Chris 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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Regulatory
April 2012
Final
Other Business Activities

Chris is involved in several outside business activities, including a family lawn care business (5th Season), driving for Lyft and Uber, pet sitting through Rover, and managing Wuduwerks, a woodworking business. These activities are not investment-related.

Employment History
Current Registrations
Empower Financial Services, INC.Broker
February 2020 - Present · 6 yrs 7 mos
Empower Advisory Group, LLC
February 2020 - Present · 6 yrs 7 mos
Empower Financial Services, INC.
February 2020 - Present · 6 yrs 7 mos
Previous Registrations
Advice and Planning Services
September 2018 - January 2020 · 1 yr 4 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
August 2018 - January 2020 · 1 yr 5 mos
Advice and Planning Services
August 2015 - April 2017 · 1 yr 8 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
February 2011 - April 2017 · 6 yrs 2 mos
Wells Fargo Advisors, LLCBroker
January 2011 - February 2011 · 1 mo
Wells Fargo Investments, LLCBroker
November 2010 - January 2011 · 2 mos
State Registrations31 states
AZCACOGAHIIAIDILINKSMAMIMNMONCNHNMNVNYOKORSCSDTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

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.