Stefan Pellish
Stefan Pellish is a registered investment advisor at Sightline Wealth Advisors, LLC, based in Groton, CT, with 29 years of industry experience. Stefan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 290 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sightline Wealth Advisors charges a percentage of the value of your investments on a quarterly basis. The annual fee ranges from 0.4% to 0.95% depending on the complexity of services, the amount of assets managed, and the overall relationship. Fees may be negotiable. There is a $2,500 minimum annual fee.
Location
495 Gold Star Highway, Suite 100, Groton, CT, 06340
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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 ActivitiesSells Insurance
Stefan owns commercial real estate in Groton, CT. He also works as an independent broker for Colonial Life & Accident Insurance Company since 2001.
Employment History
Current Registrations
Sightline Wealth Advisors, LLC
Previous Registrations
Ameriprise Financial Services, INC.
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.