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Steven Thompson

8 Years of Experience
Jacksonville Beach, FL
1 DisclosureBroker

Steven Thompson is a registered investment advisor at Empower Advisory Group, LLC, based in Jacksonville Beach, FL, with 8 years of industry experience. Steven 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.

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

Jacksonville Beach, FL

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History

Regulatory History (1)
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Judgment / Lien
August 2012
Employment History
Current Registrations
Empower Advisory Group, LLC
October 2025 - Present · 1 yr
Empower Financial Services, INC.Broker
May 2025 - Present · 1 yr 5 mos
Empower Financial Services, INC.
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2014 - January 2022 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2014 - January 2022 · 7 yrs 3 mos
State Registrations46 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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