Financial Empowerment manages investment portfolios and provides personalized financial planning for individuals and families, including retirement planning, tax strategies, and estate planning. Financial Empowerment builds custom investment portfolios based on each client's specific goals and risk tolerance, and has the authority to make trades on your behalf without asking first. Ongoing investment management clients also receive ongoing financial planning at no extra charge. In addition to serving individual clients, Financial Empowerment provides investment consulting services to other registered investment advisors.
Assets Under Management$290K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$290K
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$9,375
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Minimum annual fee is $9,375.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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