Jose Almanza
Jose Almanza is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 16 years of industry experience. Jose 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
8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111
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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 Activities
Jose is the Chief Operations Officer at Lakeshore Financial Network, where he manages business activities and prepares tax returns, dedicating about 10-20% of his time. He also works as a Loan Originator for iLoan Home Mortgage, spending about a quarter of his time soliciting mortgage loan applicants and collecting documents.
Employment History
Current Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.
Empower Financial Services, INC.Broker
Previous Registrations
MML Distributors, LLCBroker
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Chase Investment Services CORP.Broker
State Registrations2 states
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