Luis Galdamez
Luis Galdamez is a CFA, CFP, ChFC-designated registered investment advisor at Valtrion Capital Management, LLC, based in Granada, CA, with 22 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 188 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Applies to Total Wealth and Total Access asset management services. Third-party asset management charges a maximum of 0.75%.
Fee Estimator
Location
Granada, CA
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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
Luis is involved with Rob Luna Enterprises, LLC, offering the RL Wealth Academy, and Real Talk Insurance Solutions, LLC, which offers insurance products, dedicating a few hours per week to each. He also works as a Mortgage Loan Officer for Alameda Mortgage Corporation, spending a few hours per week overseeing the Real Talk Mortgage program.
Employment History
Current Registrations
Valtrion Capital Management, LLC
Previous Registrations
Surevest Private Wealth
Surevest Wealth Management
Haydel, Biel & Associates
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Scottrade, INC.Broker
Wm Financial Services, INC.Broker
Intersecurities, INC.Broker
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.