Christine Skoczek is a CFP-designated registered investment advisor at Vistica Wealth Advisors, LLC, based in San Diego, CA, with 21 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 122 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vistica Wealth charges an annual fee based on a percentage of the assets they manage. The maximum annual fee is 1.25%, subject to a minimum annual fee of $17,500 for investment management and financial planning services. The costs of financial planning services requested by investment management clients are generally covered within the asset-based fees, however, Vistica Wealth reserves the right to charge additional hourly fees where the client presents more complex financial planning needs.
Location
3111 Camino del Rio N, #400, San Diego, CA, 92108
Get directionsHistory
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
Christine is a CPA operating under the business name Christine Skoczek CPA/PFS, CFP, providing tax planning and compliance services since 1999. She dedicates about a quarter of her time to this activity, which includes running the company and serving clients.
Employment History
Current Registrations
Vistica Wealth Advisors, LLC
Previous Registrations
Skoczek & Associates, LLC
Strategic Wealth Management 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.