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Voltaire Escalona

10 Years of Experience
Conshohocken, PA

Voltaire Escalona is a registered investment advisor at Arsenal Capital Advisors LLC, based in Conshohocken, PA, with 10 years of industry experience. Voltaire operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.90%
$10.0M - $15.0M0.80%
$15.0M - $20.0M0.70%
$20.0M - $50.0M0.60%
$50M+0.50%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

101 West Elm Street, Suite 320, Conshohocken, PA, 19428

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Arsenal Capital Advisors LLC
January 2026 - Present · 4 mos
Previous Registrations
Main Street Financial Solutions, LLC
September 2024 - January 2026 · 1 yr 4 mos
Arsenal Capital Advisors LLC
March 2023 - November 2024 · 1 yr 8 mos
Zeke Capital Advisors, LLC
January 2021 - July 2022 · 1 yr 6 mos
J.P. Morgan Securities LLCBroker
April 2018 - May 2020 · 2 yrs 1 mo
Goldman Sachs & CO. LLCBroker
September 2014 - April 2018 · 3 yrs 7 mos
State Registrations2 states
PATX
Advisor

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
No exam information available for this advisor.
Voltaire Escalona - Financial Advisor | TrueAdvisor