Orlando Espino
Orlando Espino is a registered investment advisor at Salt Capital Wealth Management, LLC, based in Ladera Ranch, CA, with 7 years of industry experience. Orlando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $1.6M 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 | 3.00% |
The Trading Opportunity strategy is subject to an additional fee of 3%.
Fee Estimator
Location
999 Corporate Drive, Suite 100, Ladera Ranch, CA, 92694
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 →Other Business ActivitiesSells Insurance
Orlando is an insurance agent at A&B Insurance and Financial, an agency that solicits health, accident, and life insurance. This activity takes nearly full-time hours.
Employment History
Current Registrations
Salt Capital Wealth Management, LLC
Previous Registrations
Gt Securities, INC.Broker
Morgan Stanley
Morgan StanleyBroker
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.