Justin Mayo is a registered investment advisor at Orion Capital Management LLC, based in El Cajon, 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 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
El Cajon, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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