Omar Garcia is a ChFC-designated registered investment advisor at Valtrion Capital Management, LLC, based in Franklin, TN, with 3 years of industry experience. Omar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 152 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Valtrion Capital Management offers two investment management services:
- Total Wealth Asset Management: Charges 1.00% annually with a $250,000 account minimum.
- Total Access Asset Management: Charges 1.00% annually with a $10,000 account minimum or a $500 monthly systematic deposit.
VCM also participates as a third-party money manager for other advisors and investment advisory firms, charging a maximum fee of 0.75% of the assets under management. The client’s primary advisor may charge a fee on top of VCM’s third-party asset management fee, but that fee will not exceed 1.25%. The total fee assessed by VCM is a combination of VCM’s and client’s primary advisor fee and shall not exceed 2.00% for any client.
Location
701 Cool Springs Blvd, Suite 340, Franklin, TN, 37067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Omar is the CEO of Garcia Kapital LLC, a pass-through entity with no operations. He spends minimal time on this activity.
Employment History
Current Registrations
Valtrion Capital Management, LLC
State Registrations1 state
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