Jeffrey Vistica
Jeffrey Vistica is a CFP, ChFC-designated registered investment advisor at Vistica Wealth Advisors, LLC, based in Carlsbad, CA, with 23 years of industry experience. Jeffrey 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
2121 Palomar Airport Road, Suite 160, Carlsbad, CA, 92011
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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 ActivitiesSells Insurance
Jeffrey is an independent licensed insurance agent for various insurance companies since 2000. He dedicates a few hours per week to assisting clients with insurance needs as part of wealth management planning.
Employment History
Current Registrations
Vistica Wealth Advisors, LLC
Previous Registrations
Gradney & Vistica Financial Management, LLC
Genworth Financial Advisers Corporation
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.