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Alex Macapagal

6 Years of Experience
East Palo Alto, CA
Broker

Alex Macapagal is a registered investment advisor at Empower Advisory Group, LLC, based in East Palo Alto, CA, with 6 years of industry experience. Alex 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

East Palo Alto, CA

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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.

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Employment History
Current Registrations
Empower Advisory Group, LLC
January 2023 - Present · 3 yrs 4 mos
Empower Financial Services, INC.
January 2023 - Present · 3 yrs 4 mos
Empower Financial Services, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2021 - January 2023 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2021 - January 2023 · 1 yr 6 mos
Wells Fargo Clearing Services, LLC
December 2020 - June 2021 · 6 mos
Wells Fargo Clearing Services, LLCBroker
June 2019 - June 2021 · 2 yrs
State Registrations46 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.
Alex Macapagal - Financial Advisor | TrueAdvisor