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Nicholas Sanchez

9 Years of Experience
Austin, TX
Broker

Nicholas Sanchez is a registered investment advisor at Empower Advisory Group, LLC, based in Austin, TX, with 9 years of industry experience. Nicholas 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K - $400K0.30%
$400K+0.20%

EAG reserves the right to offer discounted fees or waive periodic fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Austin, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Nicholas is a Director of the Board for the Westfield Plaza Association, an administrative role involving problem-solving and coordination. This takes about 10-20% of his time outside of normal business hours.

Employment History
Current Registrations
Empower Financial Services, INC.
June 2024 - Present · 1 yr 11 mos
Empower Advisory Group, LLC
June 2024 - Present · 1 yr 11 mos
Empower Financial Services, INC.Broker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
LPL Financial LLC
March 2024 - May 2024 · 2 mos
LPL Financial LLCBroker
February 2024 - May 2024 · 3 mos
J.P. Morgan Securities LLCBroker
October 2022 - January 2024 · 1 yr 3 mos
Horace Mann Investors, INC.Broker
October 2019 - April 2020 · 6 mos
Northwestern Mutual Investment Services, LLCBroker
October 2013 - October 2019 · 6 yrs
State Registrations45 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.