Empowered Retirement offers investment management and financial planning services. Investment management is offered on a fee-only basis, where fees are based on a percentage of the assets managed. Financial planning and consulting services are also available for a separate fee, covering areas like estate planning and insurance. Empowered Retirement also provides retirement plan consulting services to plan sponsors.
Assets Under Management$79M
Clients117
Advisors1
Avg. per Client$670K
Avg. per Advisor$79M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.35% |
Client account values may be grouped with other accounts values from the same client household to lower that client household’s combined annual advisory fee. Total fees will not exceed 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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