More than wealth, it’s your legacy
More than wealth, it’s your legacy
Protect what you’ve built, and help create a lasting impact for future generations.
A tailored, holistic approach to managing your wealth
For clients with over $1 million in investable assets seeking more than investment guidance.
I have the absolute BEST FINANCIAL ADVISOR I have ever worked with in 40 years. His guidance is sage, his interest in my financial future is paramount, and he truly cares about us as clients.
Emmett O.
Non-paid client of Empower Advisory Group, LLC*
A dedicated team on your side
As your financial needs grow more complex, you need a team that specializes in high-net-worth individuals, and understands your unique challenges.
Your team will proactively build a financial and investing strategy that aligns with your goals, and adapts to your changing needs — so you can invest well and live a little.
Guidance beyond investing
Work with financial planning specialists who can help refine your strategy, included with your advisory fee:
Tax, retirement and estate planning
Private investment analysis
Cash flow planning and projections
Education and college planning
Employer retirement plan strategy
Insurance coverage review
Real estate guidance
Charitable giving
Exclusive services
Professional guidance and more to help protect, grow, and make the most of your assets.
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Tax guidance
Specialists can review prior returns, and consult with your accountant.
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Estate & legacy planning
Ensure your estate plan aligns with your goals for wealth transfer.
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Private equity opportunities
Access investments once reserved for large institutions.**
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Exclusive private banking
Explore products and services through our relationship with BNY Mellon.
Tax optimization
You may be able to reduce your tax burden and maximize after-tax returns.
Don’t pay more than you have to
Asset location, tax-loss harvesting, and tax efficiency strategies may help reduce your tax liability.1
Strategic tax approaches
Tax bills for many clients are reduced with our advanced tax strategies.2
Proactive investing
Your meticulously managed account is never pooled, ensuring all your investments get the care they deserve.
Daily portfolio monitoring
Financial professionals + advanced technology monitor your account for rebalancing opportunities.
Unique diversification method
Designed to help manage risk and support growth, our Smart Weighting™ approach helps keep your portfolio balanced.
Flexible investing choices
Customize your portfolio with options that reflect what’s important to you.
Two-way planning technology
Your dashboard provides a transparent, real-time view into your investments, so you and your advisor can engage with and communicate about your portfolio. View insights, try “what if” scenarios, and much more,
in one place.
Make confident financial decisions
Working with an impartial advisor can often reduce or eliminate emotional reactions, and help improve financial outcomes.5
Compare our wealth management services3
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Financial advisor |
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Tax optimization 
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Disciplined rebalancing
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Dynamic portfolio allocation
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Education & college planning
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Private equity access**
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Private banking services
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Tax & estate planning
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Exclusive, tiered fee structure
Preferential pricing, exclusively for our Private Clients. We charge an annual advisory fee as a percentage of your total assets under management (AUM), based on a tiered fee structure.
No hidden fees, no trailing fees, and no trade commissions. Your “all-in” cost is a combination of our advisory fee and any ETF expense ratios.4
Share your privileges with family tiered billing
Parents and children of Private Clients can receive a flat annual advisory fee of 0.79% with no minimum AUM, and access to all Private Client services.
| Assets | Annual fee |
|---|---|
| PRIVATE CLIENTS | |
| First $3M | 0.79% |
| Next $2M ($3,000,001 - $5M) | 0.69% |
| Next $5M ($5,000,001 - $10M) | 0.59% |
| Amount over $10M | 0.49% |
| WEALTH MANAGEMENT CLIENTS | |
| $250,000 - $999,999 | 0.89% |
| INVESTMENT SERVICES CLIENTS | |
| $100,000 - $249,999 | 0.89% |
Value you can see
Enhance your annual return by as much as:
*Some advisors charge $100/hour or more for these types of services. That means you could expect to pay anywhere from $2,000 to $5,000 for a single item.6
Let’s talk
Meet with an advisor for an in-depth financial review. From the first conversation, our focus is on you and your goals.
Getting good at money starts when you see the full picture
Connect your accounts to see your investments, cash, credit, and more in one place. We offer leading security measures like encryption, multi-factor authentication, and fraud protection to keep your data safe.