Financial Empowerment is a registered investment advisor based in Burnsville, Minnesota, offering personalized financial planning, individual portfolio management, and model portfolio investment programs. Founded in 2004, the firm creates customized investment strategies and pairs them with ongoing financial planning and monitoring. Financial Empowerment provides holistic advice covering personal goals, taxes, cash flow, investments, insurance, retirement, and estate planning. The firm works primarily with individuals, including high-net-worth clients, managing their portfolios on a discretionary basis while allowing clients to place reasonable investment restrictions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.65% |
| $1.0M - $2.5M | 0.55% |
| $2.5M+ | 0.45% |
Rates apply to Individual Portfolio Management. The firm also offers a model portfolio program at a flat 0.40% AUM fee. Both programs include a separate flat financial planning fee ranging from $500 to $5,000.