Empower Private Wealth offers administrative coordination, family office coordination, and financial planning services. They focus on monitoring and administrative oversight of client-held private placements and alternative investments. Empower Private Wealth does not have discretionary trading authority. Financial planning services are provided on a project basis or through ongoing annual engagements. Services are available to friends and family of principals, direct referrals, and qualified/accredited investors.
Assets Under Management$35M
Clients26
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is charged on the reported value of client-held private placements and alternative investments for monitoring, administrative oversight, and coordination services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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