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Empowering Finance, LLC

Updated today

Total assets under management

$37,244,750

Total clients

27

26% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

27

Average account size

$1,379,435

Client services

Financial planning Portfolio management

Fee options

Project-based

Hourly Financial Planning engagements: $333 - $444 per hour.

Other

Fee-only: Ongoing Comprehensive Financial Planning: one-time upfront charge of $2,222-$8,888 plus annual fee of $7,777-$33,333; Hourly Financial Planning: $333 - $444 per hour; Educational Seminars: $0 to $9,999 per event.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Empowering Finance, LLC

Portland OR, United States

Number of offices

1

Warmer team member

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