Aaron Michael Schluep

Empower Advisory Group, LLC

21 Years of Experience

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Firm Information

Empower Advisory Group, LLC

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.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Advisor Information

Office location

Charleston, SC

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Regulatory 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.