Empower Advisory Group (EAG) provides investment management and advice to Empower Premier IRA holders. Services include Online Advice (OA) and a Managed Account service (MA Service). EAG uses software developed by Morningstar Investment Management to provide tailored advice and manage accounts. The investment options are limited to Empower Funds' mutual funds and insurance products. EAG also offers sub-advisory services to outside advisor firms.
Assets Under Management$160B
Clients250,707
Advisors1,613
Avg. per Client$630K
Avg. per Advisor$99M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K - $400K | 0.30% |
| $400K+ | 0.20% |
EAG reserves the right to offer discounted fees or waive periodic fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
1,613 Advisors at this firm
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