Jonathan Buck is a registered investment advisor at Orion Capital, based in Topanga, CA, with 13 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 26 clients with $7.5M 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 | 1.50% |
Fee may be negotiable. Orion Capital also charges a performance-based fee equal to 15% of the capital appreciation of each client’s account for qualified clients.
Fee Estimator
Location
Topanga, 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 →Employment History
Current Registrations
Orion Capital
Previous Registrations
Orion Capital
Orion Capital
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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