AD
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1208 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B
Fee Structure
Minimum Investment:$100K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.89% |
| $250K - $1000K | 0.89% |
| $1.0M - $3.0M | 0.79% |
| $3.0M - $5.0M | 0.69% |
| $5.0M - $10.0M | 0.59% |
| $10M+ | 0.49% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
EAG charges a fee based on assets under management. For Advisory Services, fees are tiered based on AUM, with lower rates for higher asset levels. For Personal Strategy+ Services, the annual fee is 0.49%. Clients may pay Personal Strategy+ fees via credit card, but should consider the interest implications. The minimum AUM to open an Advisory Services account is $100,000, and the minimum AUM for Personal Strategy+ is $25,000.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information
Office location
Rockville Ctr, NY
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Empower Financial Services, INC.
February 2024 - Present · 1 yr 11 mos
Empower Advisory Group, LLC
February 2024 - Present · 1 yr 11 mos
Empower Financial Services, INC.Broker
February 2024 - Present · 1 yr 11 mos
Previous Registrations
VALIC Financial Advisors, INC.
October 2012 - February 2024 · 11 yrs 4 mos
VALIC Financial Advisors, INC. Broker
October 2012 - February 2024 · 11 yrs 4 mos
LPL Financial LLC Broker
August 2008 - December 2011 · 3 yrs 4 mos
Essex National Securities, INC.Broker
June 2006 - September 2008 · 2 yrs 3 mos
Pfic Securities CorporationBroker
October 2005 - June 2006 · 8 mos
Fiserv Investor Services, INC.Broker
March 1998 - October 2005 · 7 yrs 7 mos
Liberty Securities CorporationBroker
November 1997 - March 1998 · 4 mos
Dime Securities of Ny, INC.Broker
July 1997 - November 1997 · 4 mos
Bhcm INC.Broker
February 1995 - January 1996 · 11 mos
Gna Securities, INC.Broker
May 1991 - February 1995 · 3 yrs 9 mos
Hasan Growney CO. INC.Broker
August 1989 - June 1991 · 1 yr 10 mos
Robyns Capital CORP.Broker
March 1989 - August 1989 · 5 mos
Individual's Securities Ltd.Broker
November 1988 - March 1989 · 4 mos
Greentree Securities CORP.Broker
January 1988 - December 1988 · 11 mos
Brooks Weinger Robbins & Leeds INC.Broker
March 1987 - February 1988 · 11 mos
State Registrations4 states
CTNJNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.