Kevin Stone is a CFP-designated registered investment advisor at Pacific Capital Associates, based in San Diego, CA, with 28 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 497 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pacific Capital Associates offers comprehensive portfolio management services where the maximum annual fee charged will not exceed 1.00%. This fee is billed quarterly in advance. If PCA selects a third-party manager, that manager will charge their own additional management fee which will not exceed 1.50%. The total combined fee will not exceed 2.50%. PCA also offers account monitoring services where the maximum annual fee charged will not exceed 0.25%. This fee is billed quarterly in advance.
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pacific Capital Associates
Previous Registrations
Crawford Capital Management, INC.
State Registrations2 states
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