Jose Vitela is a CFP-designated registered investment advisor at Silicon Beach Wealth, LLC, based in Marina Del Rey, CA, with 23 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 166 clients with $140M 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 | 0.90% |
| $500K - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
4551 Glencoe Ave, Suite 215, Marina Del Rey, CA, 90292
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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 →Employment History
Current Registrations
Silicon Beach Wealth, LLC
Previous Registrations
Bluereef Capital
Core Financial
Ameriprise Financial Services, INC.
State Registrations1 state
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