Terrie Martinez
Terrie Martinez is a registered investment advisor at Empower Advisory Group, LLC, based in Lakewood, CO, with 14 years of industry experience. Terrie 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 250,707 clients with $160B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K - $400K | 0.30% |
| $400K+ | 0.20% |
EAG reserves the right to offer discounted fees or waive periodic fees.
Fee Estimator
Location
Lakewood, CO
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Terrie is an insurance agent with Assurance IQ since 2020, earning residual income from life and medical insurance. She also provides care for a grandchild.
Employment History
Current Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.
Empower Financial Services, INC.Broker
Previous Registrations
Acrylic Financial, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Investors Securities CorporationBroker
Transamerica Retirement Advisors, LLC
Principal Securities, INC.
Principal Securities, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Pruco Securities, LLC.Broker
State Registrations46 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.