Francisco Maldonado
Francisco Maldonado is a CFP-designated registered investment advisor at Global Vantage Wealth Management, based in Encinitas, CA, with 20 years of industry experience. Francisco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 32 clients with $75M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Annual fees are negotiable.
Fee Estimator
Location
Encinitas, CA
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 →Employment History
Current Registrations
Global Vantage Wealth Management
Previous Registrations
Wealth Analytics Partners, LLC
Advanced Wealth Planning
First Allied Securities, INC.
Lincoln Financial Advisors Corporation
Ameriprise Financial Services, INC.
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
More Advisors
- Scott Frank, CFA, CFPStone Steps Financial, LLC
- Scott Hinkle, CFP
- Steven Houten, CFPLifetime Financial Advisors INC
- Bryan Stebel, CFPLPL Financial LLC
- Timothy Wright, CFPLPL Financial LLC
- Nicole Peterkin, CFPPeterkin Financial, LLC