Empower Wealth Management

SEC-regulated
Registered investment advisor
Donato Wealth Management, PLLC, operating as Empower Wealth Management, is a registered investment adviser based in Cedar Park, Texas. Established by Philip D. Capriotti, Sr., the firm offers tailored investment advisory services, including financial planning, portfolio management, and pension consulting. Financial planning services encompass cash flow analysis, retirement planning, insurance analysis, portfolio analysis, education savings, and estate planning. Portfolio management services are provided on a discretionary basis, with investment decisions made based on client objectives. The firm utilizes sub-advisers for back-office support and model portfolios. Empower Wealth Management charges an annual advisory fee of up to 2.00% for assets under management. The firm does not engage in performance-based fees or side-by-side management. Clients include individuals, pension plans, trusts, and corporations, with a minimum account size of $10,000. Empower Wealth Management does not vote proxies and does not have custody of client funds. The firm does not engage in directed brokerage and reviews accounts at least annually. Empower Wealth Management does not compensate third parties for client referrals and does not engage in solicitation for insurance products. The firm's financial condition is stable, with no financial commitments impairing its ability to meet client obligations. As an SEC-registered adviser, state registration requirements do not apply.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.

We can advise you on

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting