Victor Espino
Victor Espino is a registered investment advisor at Meridian Venture Partners, INC, based in Long Beach, CA, with 5 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 20 clients with $300K 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Specialty/Alternative investments (including cryptocurrency) would be charged up to 1.50% of assets under management, in addition to fee schedule above for a total fee of up to 3.00%. Fees are negotiable.
Fee Estimator
Location
Long Beach, CA
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
January 2016Regulatory
May 2014Other Business ActivitiesSells Insurance
Victor is a silent partner in Muladhara Venture, involved in real estate flips, ATM placement, and credit card processing, dedicating a few hours per week. He also owns The Tax Council, working as an accountant about 10-20% of his time, and is a member of an LLC related to real estate, and an insurance agent.
Employment History
Current Registrations
Meridian Venture Partners, INC
Previous Registrations
Encompass More Investments, LLCBroker
Encompass More Asset Management LLC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
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.