AB
AB

Abigail Brown

7 Years of Experience
1 DisclosureBroker
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

Waddell, AZ

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History

Regulatory History (1)
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Financial
December 2019
Final
Employment History
Current Registrations
Empower Advisory Group, LLC
June 2023 - Present · 2 yrs 8 mos
Empower Financial Services, INC.Broker
June 2023 - Present · 2 yrs 8 mos
Empower Financial Services, INC.
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2022 - June 2023 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2022 - June 2023 · 7 mos
Robinhood Financial, LLCBroker
February 2021 - August 2022 · 1 yr 6 mos
Charles Schwab & CO., INC.Broker
May 2020 - March 2021 · 10 mos
Charles Schwab & CO., INC.
May 2020 - March 2021 · 10 mos
USAA Investment Management Company
July 2019 - May 2020 · 10 mos
USAA Financial Advisors, INC.Broker
November 2018 - May 2020 · 1 yr 6 mos
Vanguard Marketing CorporationBroker
January 2018 - October 2018 · 9 mos
State Registrations4 states
AZCANVUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.