Kipley Lytel
Kipley Lytel is a CFA-designated registered investment advisor at Montecito Capital Management, based in Santa Barbara, CA, with 2 years of industry experience. Kipley 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. Their firm serves 27 clients with $28M 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 $750K | 1.00% |
| $750K - $2.5M | 0.90% |
| $2.5M - $4.5M | 0.80% |
| $4.5M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are negotiable. Family Office Rates: 0.35%-0.50% for clients with over $10,000,000 in assets, but MCM currently does not have any family office clients.
Fee Estimator
Location
225 East Carrillo, Suite 203, Santa Barbara, CA, 93101
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2021Financial
January 2019Customer Dispute
April 2012Other Business Activities
Kipley is involved with a largely inactive private fund, Montecito Hedged Strategies Fund, LP, which is winding down existing holdings. The fund has not made any new investments for over a decade.
Employment History
Current Registrations
Montecito Capital Management
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.