Empowerment Financial Advisors manages investment portfolios and provides financial planning and consulting services. Planning services include retirement planning, tax strategies, asset allocation, risk management, and other areas such as budgeting, education planning, and insurance analysis. The firm also offers retirement plan consulting services to employer-sponsored retirement plans.
Assets Under Management$5.8M
Clients26
Advisors1
Avg. per Client$220K
Avg. per Advisor$5.8M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.99% |
| $750K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable. Empowerment Financial Advisors may waive the agreed-upon financial planning fees if you engage our asset management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...