Judith Seid
Judith Seid is a CFP-designated registered investment advisor at Blue Summit Wealth Management, based in San Diego, CA, with 33 years of industry experience. Judith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 230 clients with $210M 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% |
Maximum annual fee is 1.5%. The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
4660 La Jolla Village Drive, Suites 100 & 200, San Diego, CA, 92122
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2008Customer Dispute
February 2007Other Business ActivitiesSells Insurance
Judith is an advisory representative at Blue Summit Financial Group, doing business as Blue Summit Wealth Management, where she dedicates full-time hours to financial planning and asset management. She also manages a short-term rental property and is involved with a band, a financial planning association, an environmental health coalition, and a nonprofit, Dwelling on Carbon.
Employment History
Current Registrations
Blue Summit Wealth Management
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Blue Summit Wealth Management
Blue Summit Wealth Management
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
First Affirmative Financial Network LLC
Cambridge Investment Research, INC.Broker
Walnut Street Securities, INC.Broker
State Registrations2 states
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.