Empowering Finance, LLC (EF) manages investment portfolios based on clients' individual needs and goals. EF also offers hourly financial planning services covering various topics like retirement, risk management, and estate planning. Additionally, EF provides ongoing comprehensive financial planning, where clients work with a planner to develop, implement, and monitor their financial plan over an extended period.
Assets Under Management$37M
Clients27
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$37M
Fee Structure
Planning is included in investment management
Investment management is included without additional charge for clients utilizing EF's ongoing comprehensive financial planning services. If you don't use the ongoing planning service, it appears EF does not offer investment management services.
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