Jeffrey Bunch is a registered investment advisor at Pacific Haven Financial, LLC, based in Torrance, CA, with 28 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 78 clients with $45M 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% |
Fees are negotiable and may be waived at the management's discretion.
Fee Estimator
Location
370 Amapola Avenue, Suite 209, Torrance, CA, 90501
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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 Activities
Jeffrey provides tax preparation services to clients.
Employment History
Current Registrations
Pacific Haven Financial, LLC
Previous Registrations
LPL Financial LLC
State Registrations1 state
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