Gregory Pacitti
Gregory Pacitti is a CFP-designated registered investment advisor at Ranch Capital Advisors INC., based in Sarasota, FL, with 26 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 420 clients with $340M 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
At Ranch Capital's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee. Fees are negotiable depending on individual client circumstances.
Fee Estimator
Location
4910 Lakewood Ranch Blvd, #130, Sarasota, FL, 34240
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2008Customer Dispute
May 2007Customer Dispute
December 2002Other Business Activities
Gregory is the President of Ranch Capital Advisors Inc., an RIA providing planning and advisory services. He also provides tax preparation services for a limited number of clients and is President of Ranch Cap Holdings, Inc., a holding company for RIA fees and commissions, dedicating about 10-20% of his time to managing its books, payroll, and equity.
Employment History
Current Registrations
Ranch Capital Advisors INC.
Previous Registrations
Truvestments Capital LLC
Truvestments Capital LLC
Apw Capital, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services
Prime Capital Services, INC.Broker
State Registrations2 states
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.