Empower Advisory Group, LLC
Assets Under Management
$159.1B
Number of Clients
250,707
Number of Advisors
1210
Average Client AUM
$635K
AUM per Advisor
$131.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
EAG offers advisory services including Personal Strategy and Personal Strategy+ which combine technology with financial advice. Services include discretionary investment management, rebalancing, tax optimization, and financial planning education. Minimum relationship size is generally $100,000.
Fee Structure
Minimum Investment:$100K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.89% |
| $250K - $1000K | 0.89% |
| $1.0M - $3.0M | 0.79% |
| $3.0M - $5.0M | 0.69% |
| $5.0M - $10.0M | 0.59% |
| $10M+ | 0.49% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthSocially Responsible Investing
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Location
8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111
1210 Advisors at this firm
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