Empower Advisory Group, LLC
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Overview
Empower Advisory Group, LLC is located at 8515 East Orchard Rd 4T2, Englewood, CO. The firm employs 731 financial advisors to manage client portfolios and provide financial guidance. Empower Advisory Group, LLC is not a registered broker-dealer.
Empower Advisory Group, LLC oversees $134.3 billion in assets under management across 188,739 accounts, of which 135,692 are discretionary and 53,047 are non-discretionary. Over the past year, the firm has provided financial planning services to 23,500 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities, and corporations, with retail investors being the largest client type by accounts. The fee structure at Empower Advisory Group, LLC includes asset-based and fixed fees. The firm has 9,166 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, trust company, insurance company or agency, and commodity pool advisor.
Empower Advisory Group, LLC is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Empower Advisory Group, LLC by the Numbers
$134.3 billion
766
188,739
$711.5 thousand
Products and Services
Empower Advisory Group, LLC offers a number of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, and educational seminars. In the prior fiscal year, Empower Advisory Group, LLC provided 23500 of its accounts with financial planning services. The Company does not sell products or offer services other than investment advisory services to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice usually vary depending on which service is offered. Fees billed by Empower Advisory Group, LLC likely include any combination of the following fee structures: asset-based or fixed. The company does participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company does business with a broad range of clients. It provides services to retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities, and corporations. Out of its 6 clients, Empower Advisory Group, LLC's biggest client type by number of accounts is retail investors, although it also caters to 9166 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 4.86%
- Other Individuals - 93.91%
- Corporations - 1.2%
- Charitable Organizations - 0.03%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Empower Advisory Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Empower Advisory Group, LLC
Kansas City, MO
Englewood, CO
Englewood, CO
Englewood, CO
Myersville, MD
Abingdon, MD
Englewood, CO
Englewood, CO
Englewood, CO
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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