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Brian Lodato

Empower Advisory Group, LLC
11 Years of Experience
Egg Harbor Township, NJ
1 DisclosureBroker
View SEC Summary
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Brian Lodato is a registered investment advisor at Empower Advisory Group, LLC, based in Egg Harbor Township, NJ, with 11 years of industry experience. Brian 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

Egg Harbor Township, NJ

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History

Regulatory History (1)
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Regulatory
May 2014
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Empower Advisory Group, LLC
December 2021 - Present · 4 yrs 10 mos
Empower Financial Services, INC.
December 2021 - Present · 4 yrs 10 mos
Empower Financial Services, INC.Broker
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2014 - September 2021 · 7 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2014 - September 2021 · 7 yrs 1 mo
State Registrations45 states
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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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