Jagdish Sitlani is a CFA-designated registered investment advisor at Pacific Point Advisors, LLC, based in San Diego, CA. Jagdish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 60 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pacific Point Advisors charges a quarterly fee based on a percentage of your managed account. The annual rate is between 0.50% and 1.50%, paid quarterly. The specific rate depends on the size and complexity of your account. Clients may also pay a Platform Fee to A10cess Wealth Management if they utilize their platform. Clients may be referred to Independent Managers, whose fees may be billed separately.
Location
12626 High Bluff Drive, Suite 200, San Diego, CA, 92130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pacific Point Advisors, LLC
Previous Registrations
Pacific Point Capital, LLC
State Registrations1 state
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