KC
KC

Kendrick Crockett

2 Years of Experience
Eustis, FL
1 DisclosureBroker

Kendrick Crockett is a registered investment advisor at Empower Advisory Group, LLC, based in Eustis, FL, with 2 years of industry experience. Kendrick 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

Eustis, FL

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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
March 2018
Final
Other Business Activities

Kendrick is a real estate agent, assisting family and himself with buying and selling homes. He also owns True Living Investments LLC, which purchases and rents out real estate properties.

Employment History
Current Registrations
Empower Advisory Group, LLC
February 2024 - Present · 2 yrs 3 mos
Empower Financial Services, INC.Broker
February 2024 - Present · 2 yrs 3 mos
Empower Financial Services, INC.
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Thrivent Investment Management INC.
March 2023 - December 2023 · 9 mos
Thrivent Investment Management INC.Broker
March 2023 - December 2023 · 9 mos
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.
Kendrick Crockett - Financial Advisor | TrueAdvisor