Scott Sitrin is a CFP-designated registered investment advisor at Sitrin Capital Management, LLC, based in Century City, CA, with 10 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 236 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual fee charged by the firm shall not exceed 2.0% of the client’s total assets under value but will vary depending on the market value of the gross assets under management and the type of investment management services to be rendered (including account composition). SCM, in its sole discretion, may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Location
2029 Century Park East, Suite 400, Century City, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sitrin Capital Management, LLC
Previous Registrations
Sitrin Capital Management LLC
State Registrations1 state
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