Lorenzo Esparza
Lorenzo Esparza is a registered investment advisor at Manhattan West Asset Management, LLC, based in Los Angeles, CA, with 19 years of industry experience. Lorenzo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 383 clients with $1.2B 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 | 2.00% |
Non-wrap account fees range from 0.25% to 2% annually, depending on account complexity and asset size. Fees are subject to the firm's discretion.
Fee Estimator
Location
1999 Avenue of the Stars, Suite 2500, Los Angeles, CA, 90067
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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 →Employment History
Current Registrations
Manhattan West Asset Management, LLC
Previous Registrations
J.P. Morgan Securities LLC
RBC Capital Markets, LLC
Alliancebernstein L.P.
State Registrations2 states
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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