James Mcmanus
James Mcmanus is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Louisville, CO, with 32 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
Louisville, CO
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2010Customer Dispute
November 2010Other Business ActivitiesSells Insurance
James owns McManus Wealth Bldg & Mgmt, offering insurance and investment advisory services, dedicating a few hours per week. He also solicits offers from life settlement brokers under the same business name, also dedicating a few hours per week. James is also an Investment Advisor Representative with Kestra Advisory Services, spending up to full-time hours on investment advisory services and is a notary public, spending minimal time.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.