Empower Financial Advisors provides investment management and financial planning services. Investment management involves ongoing advice based on your individual needs, including developing an investment plan with asset allocation targets and managing a portfolio. Financial planning includes evaluating your current and future financial state, covering areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement planning, risk management, and tax strategies. They also offer legacy planning and retirement transition planning.
Assets Under Management$2.6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.6M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annualized fee for investment management services is a flat fee, up to 1.00% of assets under management with Empower Financial Advisors. The fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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