LA
LA

Leilany Acosta

9 Years of Experience
Brockton, MA
Broker

Leilany Acosta is a registered investment advisor at Empower Advisory Group, LLC, based in Brockton, MA, with 9 years of industry experience. Leilany 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

Brockton, MA

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
April 2023 - Present · 3 yrs 1 mo
Empower Financial Services, INC.
June 2018 - Present · 7 yrs 11 mos
Empower Financial Services, INC.Broker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
John Hancock Distributors LLCBroker
November 2017 - July 2018 · 8 mos
Santander Securities LLCBroker
June 2016 - November 2017 · 1 yr 5 mos
State Registrations7 states
CTMAMENHNYRIVT
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.