Empowered Retirement offers discretionary investment management and financial planning services. The firm builds diversified portfolios primarily using mutual funds, exchange-traded funds, municipal bonds, and individual stocks and bonds, following modern portfolio theory. In addition to managing investments, Empowered Retirement provides stand-alone financial planning and consulting covering areas such as estate planning, tax planning, and insurance, as well as retirement plan consulting services for plan sponsors.
Assets Under Management$79M
Clients117
Advisors1
Avg. per Client$670K
Avg. per Advisor$79M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.35% |
Fees are non-negotiable. Household accounts may be grouped together in the firm's sole discretion. Total fees will not exceed 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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