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

Salt Lake City, UT

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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.

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Employment History
Current Registrations
Empower Advisory Group, LLC
June 2024 - Present · 1 yr 7 mos
Empower Financial Services, INC.
June 2024 - Present · 1 yr 7 mos
Empower Financial Services, INC.Broker
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2021 - April 2024 · 2 yrs 9 mos
Fidelity Brokerage Services LLCBroker
July 2021 - April 2024 · 2 yrs 9 mos
State Registrations45 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Addison Wheeler - Financial Advisor | AdvisorDiscover