Olivian Pitis is a CFA, CFP-designated registered investment advisor at Csj Wealth Management, LLC, based in San Diego, CA, with 17 years of industry experience. Olivian 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 22 clients with $71M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable based on scope, complexity, account size, and length of relationship. Financial planning is provided at no additional cost for clients with $3 million or more in managed assets.
Fee Estimator
Location
San Diego, CA
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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
Csj Wealth Management, LLC
Previous Registrations
American Century Investment Services INC.Broker
Dowling & Yahnke, LLC
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
Halbert Hargrove
Halbert, Hargrove & CO.Broker
State Registrations1 state
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.
Exams
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