Brian Caine is a registered investment advisor at Csj Wealth Management, LLC, based in Solana Beach, CA, with 29 years of industry experience. Brian 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. Their firm serves 23 clients with $62M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable based on the scope and complexity of services, account size, and length of relationship.
Fee Estimator
Location
Solana Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is involved in legal services, spending minimal time. He also dedicates about a quarter of his time to private real estate development and brokerage and is the President of The Caine Group, Inc., which is a partial owner of CSJ Wealth Management, LLC.
Employment History
Current Registrations
Csj Wealth Management, LLC
Previous Registrations
Caine Capital Management
State Registrations1 state
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