NP
NP

Niccolo Parisi

5 Years of Experience
Greenwood Village, CO
Broker

Niccolo Parisi is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 5 years of industry experience. Niccolo 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
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Location

8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111

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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 Financial Services, INC.
April 2023 - Present · 3 yrs 1 mo
Empower Advisory Group, LLC
April 2023 - Present · 3 yrs 1 mo
Empower Financial Services, INC.Broker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
September 2022 - March 2023 · 6 mos
Fidelity Brokerage Services LLCBroker
September 2021 - March 2023 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2020 - June 2021 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2020 - June 2021 · 1 yr 5 mos
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.
Niccolo Parisi - Financial Advisor | TrueAdvisor