AM
AM

Albert Moore

11 Years of Experience
Bluffdale, UT
Broker

Albert Moore is a registered investment advisor at Empower Advisory Group, LLC, based in Bluffdale, UT, with 11 years of industry experience. Albert 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

Bluffdale, UT

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
May 2024 - Present · 2 yrs
Empower Financial Services, INC.
May 2024 - Present · 2 yrs
Empower Financial Services, INC.Broker
May 2024 - Present · 2 yrs
Previous Registrations
Fidelity Personal and Workplace Advisors
February 2019 - January 2024 · 4 yrs 11 mos
Fidelity Brokerage Services LLCBroker
February 2019 - January 2024 · 4 yrs 11 mos
Morgan Stanley
December 2016 - November 2018 · 1 yr 11 mos
Morgan StanleyBroker
November 2016 - November 2018 · 2 yrs
Goldman, Sachs & CO.Broker
December 2013 - March 2016 · 2 yrs 3 mos
E*trade Securities LLCBroker
October 2012 - November 2012 · 1 mo
State Registrations1 state
UT
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.
Albert Moore - Financial Advisor | TrueAdvisor