Empowering Financial provides ongoing investment advice and manages investment portfolios for individuals and small businesses. The firm creates personalized investment plans based on client goals, risk tolerance, and financial circumstances. Empowering Financial can manage accounts with or without discretion, meaning they can make trades for you or require your approval first. They may also use third-party money managers.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$300K
Empowering Financial charges a percentage of your portfolio value each year. The fee ranges from 0.9% to 1.5%. If Empowering Financial uses a third-party money manager, the total combined fee (Empowering Financial and the third-party) will not exceed 2%.
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