Jefferson Rotherham is a CFP-designated registered investment advisor at Orion Capital Management LLC, based in Coronado, CA, with 10 years of industry experience. Jefferson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 163 clients with $370M 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% |
Annual management fees normally range from 0.90% to 1.50% based on assets and strategy, but rates are set at Orion's discretion and are negotiable. All households are subject to a minimum quarterly fee of $950.
Fee Estimator
Location
1330 Orange Avenue, Suite 303, Coronado, CA, 92118
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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 Management LLC
Previous Registrations
The Gensler Group
LPL Financial LLCBroker
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.
Exams
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