Justin Mayo is a CFP-designated registered investment advisor at Orion Capital Management LLC, based in Coronado, CA, with 1 years of industry experience. Justin 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 305, 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 →Other Business Activities
Justin is a real estate agent with Patrick Turner and Associates since 2023, dedicating minimal time, some during trading hours. He is also the Founder/Owner of JPM Financial Planning since 2024, spending most of his time there, with investment advisory services provided through Orion Capital Management, LLC.
Employment History
Current Registrations
Orion Capital Management LLC
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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