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Luis Rexach

Empower Advisory Group, LLC
13 Years of Experience
Houston, TX
1 DisclosureBroker
View SEC Summary
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Luis Rexach is a registered investment advisor at Empower Advisory Group, LLC, based in Houston, TX, with 13 years of industry experience. Luis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 297,074 clients with $200B in assets under management.

Empower Advisory Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1966 advisors
Number of Clients
297,074 clients
Average Client Portfolio
$658K average
Assets Under Management
$195.4B

Fee Structure

Minimum Investment:$5
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.60%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Houston, TX

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2020
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Empower Financial Services, INC.
October 2022 - Present · 4 yrs
Empower Advisory Group, LLC
October 2022 - Present · 4 yrs
Empower Financial Services, INC.Broker
October 2022 - Present · 4 yrs
Previous Registrations
J.P. Morgan Securities LLC
August 2018 - September 2022 · 4 yrs 1 mo
J.P. Morgan Securities LLCBroker
August 2018 - September 2022 · 4 yrs 1 mo
LPL Financial LLCBroker
July 2017 - July 2018 · 1 yr
LPL Financial LLC
July 2017 - July 2018 · 1 yr
Capital One Advisors, LLC
July 2015 - June 2017 · 1 yr 11 mos
Capital One Investing, LLCBroker
June 2015 - June 2017 · 2 yrs
Citi International Financial Services LLCBroker
January 2013 - February 2015 · 2 yrs 1 mo
State Registrations4 states
ARNEOKTX
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.
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