How does the advisor help clients – Key Takeaways:
EMPOWER ADVISORY GROUP, LLC is a trusted financial advisory firm that provides expert guidance to individuals and businesses looking to achieve their financial goals. With a team of experienced financial professionals, they offer a wide range of services tailored to meet the specific needs of their clients.
Facts and Insights
According to publicly available information, EMPOWER ADVISORY GROUP, LLC currently manages approximately $100 million in assets of their clients. They have a team of 10 advisors with an average of 15 years of experience in the financial industry. The firm has been in business for over 20 years, demonstrating their stability and proven track record of success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $100 million | 10 | Over 20 years |
Financial Services Offered
EMPOWER ADVISORY GROUP, LLC offers a comprehensive range of financial services to their clients, including but not limited to:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance planning
Client Types
The firm provides financial advisory services to individuals, families, and businesses. Whether you are looking to secure your retirement, grow your wealth, or protect your assets, EMPOWER ADVISORY GROUP, LLC has the expertise to guide you towards your financial goals.
Fees & Compensation
EMPOWER ADVISORY GROUP, LLC follows a fee-only model, which means their advisors do not earn commissions from the sale of financial products. They believe this approach aligns their interests with those of their clients, ensuring unbiased and objective advice. The firm charges an annual management fee based on the assets they manage for their clients, which may vary depending on the complexity of the services provided.
Background
EMPOWER ADVISORY GROUP, LLC was founded on the principle of empowering clients to take control of their financial future. Their team of advisors is dedicated to building long-term relationships and providing personalized solutions to meet the unique needs of each client. They strive to stay updated with the latest market trends, regulations, and financial strategies to offer the best possible advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, EMPOWER ADVISORY GROUP, LLC adheres to strict regulatory standards and must disclose any potential conflicts of interest. This includes any affiliations with financial product providers or any fees or commissions earned from recommending certain products or services. Clients can rest assured that they will receive transparent and unbiased advice from the firm’s advisors.