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 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
1330 Orange Avenue, Suite 303, Coronado, CA, 92118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Orion Capital Management LLC
Previous Registrations
The Gensler Group
LPL Financial LLCBroker
State Registrations1 state
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