JD
JD

Justin Davis

3 Years of Experience
Center Rutland, VT
Broker

Justin Davis is a registered investment advisor at Empower Advisory Group, LLC, based in Center Rutland, VT, with 3 years of industry experience. Justin 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

Center Rutland, VT

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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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Other Business Activities

Justin works as a bartender for Restaurant Growth Services and is a board member for Precision Cheer Allstars Booster Club, where he is involved in fundraising and club administration. He dedicates minimal time to these activities.

Employment History
Current Registrations
Empower Advisory Group, LLC
March 2025 - Present · 1 yr 2 mos
Empower Financial Services, INC.Broker
March 2023 - Present · 3 yrs 2 mos
Empower Financial Services, INC.
March 2023 - Present · 3 yrs 2 mos
State Registrations45 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.