Financial Empowerment LLC provides investment management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. FE generally limits its investment advice to mutual funds, fixed income securities, equities, and ETFs.
Assets Under Management$290K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$290K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Investment management clients become eligible to receive ongoing financial planning services once they reach $6,000 or more in annual investment management fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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