Tammy Holstein is a registered investment advisor at Empower Advisory Group, LLC, based in Milton, WV, with 9 years of industry experience. Tammy 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K - $400K | 0.30% |
| $400K+ | 0.20% |
EAG reserves the right to offer discounted fees or waive periodic fees.
Fee Estimator
Location
Milton, WV
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Regulatory History
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
Empower Financial Services, INC.Broker
Empower Financial Services, INC.
Previous Registrations
Advanced Advisor Group, LLC
Advanced Advisor Group, LLCBroker
Efs Advisors
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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