Luis Galdamez
Luis Galdamez is a CFA, CFP, ChFC-designated registered investment advisor at Valtrion Capital Management, LLC, based in Franklin, TN, 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 152 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Valtrion Capital Management offers two investment management services:
- Total Wealth Asset Management: Charges 1.00% annually with a $250,000 account minimum.
- Total Access Asset Management: Charges 1.00% annually with a $10,000 account minimum or a $500 monthly systematic deposit.
VCM also participates as a third-party money manager for other advisors and investment advisory firms, charging a maximum fee of 0.75% of the assets under management. The client’s primary advisor may charge a fee on top of VCM’s third-party asset management fee, but that fee will not exceed 1.25%. The total fee assessed by VCM is a combination of VCM’s and client’s primary advisor fee and shall not exceed 2.00% for any client.
Location
701 Cool Springs Blvd, Suite 340, Franklin, TN, 37067
Get directionsHistory
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.