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 ManagementAnnual Fee
Up to $250K0.89%
$250K - $1000K0.89%
$1.0M - $3.0M0.79%
$3.0M - $5.0M0.69%
$5.0M - $10.0M0.59%
$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

Waddell, AZ

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2019
Final
Employment History
Current Registrations
Empower Advisory Group, LLC
June 2023 - Present · 2 yrs 7 mos
Empower Financial Services, INC.Broker
June 2023 - Present · 2 yrs 7 mos
Empower Financial Services, INC.
June 2023 - Present · 2 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2022 - June 2023 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
November 2022 - June 2023 · 7 mos
Robinhood Financial, LLCBroker
February 2021 - August 2022 · 1 yr 6 mos
Charles Schwab & Co., INC. Broker
May 2020 - March 2021 · 10 mos
Charles Schwab & Co., INC.
May 2020 - March 2021 · 10 mos
USAA Investment Management Company
July 2019 - May 2020 · 10 mos
USAA Financial Advisors, INC.Broker
November 2018 - May 2020 · 1 yr 6 mos
Vanguard Marketing CorporationBroker
January 2018 - October 2018 · 9 mos
State Registrations4 states
AZCANVUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.