JT
JT
Jacob Traylor
2 Years of Experience
Pell City, AL
1 DisclosureBroker
Jacob Traylor is a registered investment advisor at Empower Advisory Group, LLC, based in Pell City, AL, with 2 years of industry experience. Jacob 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 Value | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K - $400K | 0.30% |
| $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
Pell City, AL
Get directionsHistory
Regulatory History (1)
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Financial
December 2020Final
Employment History
Current Registrations
Empower Advisory Group, LLC
August 2024 - Present · 1 yr 9 mos
Empower Financial Services, INC.
August 2024 - Present · 1 yr 9 mos
Empower Financial Services, INC.Broker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Advisors
August 2023 - August 2024 · 1 yr
Wells Fargo Clearing Services, LLCBroker
July 2023 - August 2024 · 1 yr 1 mo
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.