Empower Financial offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and small businesses. Empower Financial acts as a fiduciary, prioritizing client interests and mitigating conflicts of interest. Investment strategies are long-term focused, using diversified mutual funds and exchange-traded funds (ETFs). Financial planning services cover investment, retirement, education savings, and insurance needs. Clients are not obligated to implement recommendations or maintain an ongoing relationship.
Assets Under Management$640M
Clients295
Advisors4
Avg. per Client$2.2M
Avg. per Advisor$160M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.25% |
| $400K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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