Financial Empowerment LLC offers financial planning, investment supervisory services (individual portfolio management and model portfolio management), and consulting services. Financial planning involves a comprehensive evaluation of a client's financial situation. Investment supervisory services provide ongoing advice based on individual needs or model portfolios. Consulting services offer focused advice on specific financial concerns. The firm manages accounts on a discretionary basis.
Assets Under Management$100M
Clients93
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.65% |
| $1.0M - $2.5M | 0.55% |
| $2.5M+ | 0.45% |
These fees are for Individual Portfolio Management. Model Portfolio Management fees are 0.40% of assets under management. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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