AS
AS

Aaron Rodger Spencer

12 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1210 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K0.89%
$250K - $1000K0.89%
$1.0M - $3.0M0.79%
$3.0M - $5.0M0.69%
$5.0M - $10.0M0.59%
$10M+0.49%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Aaron is a Director and President of the Cherry Creek Vista II Homeowners Association. He presides over meetings and participates in decision-making regarding HOA bylaws.

Employment History
Current Registrations
Empower Advisory Group, LLC
July 2019 - Present · 6 yrs 7 mos
Empower Financial Services, INC.
March 2016 - Present · 9 yrs 11 mos
Empower Financial Services, INC.Broker
March 2016 - Present · 9 yrs 11 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
August 2005 - March 2007 · 1 yr 7 mos
Mutual of Omaha Investor Services, INC.Broker
March 2004 - August 2005 · 1 yr 5 mos
State Registrations1 state
CO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.