Empower Wealth Management offers personalized financial planning and investment management services. Financial planning covers cash flow, retirement, insurance, investments, education savings, and estate analysis. Investment management is tailored to client needs and objectives, using model portfolios from sub-advisors. Pension consulting services are also available for individuals and organizations.
Assets Under Management$200M
Clients418
Advisors5
Avg. per Client$480K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5M+ | 1.00% |
A $50 annual fee will be assessed on all accounts for technology costs. For account values of less than $5,000, this may equate to be more than the maximum stated 2% as stated in this regulatory filing and the Agreement. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...