Chaz Fahrner is a CFP-designated registered investment advisor at Orion Capital Management LLC, based in San Diego, CA, with 9 years of industry experience. Chaz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 140 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Orion Capital Management's investment management fees range from 0.9% to 1.5% per year of the value of your portfolio, but the exact rate is determined at Orion's discretion. All households are subject to a minimum quarterly fee of $950. Fees are negotiable based on your service needs and the potential economic impact of your business relationship with Orion.
Location
438 Camino Del Rio South, Suite 101, San Diego, CA, 92108
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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.
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Chaz has a 5% ownership stake in Dog Park Apartments, a real estate rental property in San Diego. This activity is not investment-related.
Employment History
Current Registrations
Orion Capital Management LLC
Previous Registrations
The Gensler Group
LPL Financial LLCBroker
LPL Financial LLC
Qualified Planning
Qualified Planning
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.