Lorenzo Esparza is a registered investment advisor at Manhattan West Asset Management, LLC, based in Los Angeles, CA, with 18 years of industry experience. Lorenzo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 384 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Non-Wrap accounts are charged a fee by Manhattan West Asset Management that ranges from 0.25% to 2%. The ultimate fee charged on Non-Wrap accounts is subject to MWAM’s discretion, and different Non-Wrap accounts pay different fees based on the complexity of managing the account and the amount under management.
Location
1999 Avenue of the Stars, Suite 2500, Los Angeles, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Manhattan West Asset Management, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Sanford C. Bernstein & CO., LLCBroker
Alliancebernstein L.P.
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.