Jose Alvarenga
Jose Alvarenga is a registered investment advisor at Farmers Asset Management, LLC, based in San Antonio, TX, with 1 years of industry experience. Jose is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Farmers Asset Management charges advisory fees ranging from 0.35% to 1.25% of assets under management. Fees are negotiable at the adviser's discretion, and household accounts at the same residential address are aggregated.
Fee Estimator
Location
11220 Perrin Beitel Rd, Ste 111, San Antonio, TX, 78217
Get directionsHistory
Regulatory History (1)
Criminal
April 2009Employment History
Current Registrations
Farmers Asset Management, LLC
Farmers Financial Solutions, LLCBroker
State Registrations1 state
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
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