AB
AB

Abigail Brown

7 Years of Experience
1 DisclosureBroker

Abigail Brown is a registered investment advisor at Empower Advisory Group, LLC, based in Waddell, AZ, with 7 years of industry experience. Abigail 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

Waddell, AZ

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2019
Final
Employment History
Current Registrations
Empower Advisory Group, LLC
June 2023 - Present · 2 yrs 10 mos
Empower Financial Services, INC.Broker
June 2023 - Present · 2 yrs 10 mos
Empower Financial Services, INC.
June 2023 - Present · 2 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2022 - June 2023 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2022 - June 2023 · 7 mos
Robinhood Financial, LLCBroker
February 2021 - August 2022 · 1 yr 6 mos
Charles Schwab & CO., INC.
May 2020 - March 2021 · 10 mos
Charles Schwab & CO., INC.Broker
May 2020 - March 2021 · 10 mos
USAA Investment Management Company
July 2019 - May 2020 · 10 mos
USAA Financial Advisors, INC.Broker
November 2018 - May 2020 · 1 yr 6 mos
Vanguard Marketing CorporationBroker
January 2018 - October 2018 · 9 mos
State Registrations4 states
AZCANVUT
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.