Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pacific Advisory Capital Group charges a fee for managing your investments, calculated as a percentage of the amount in your account. This fee is negotiable and typically billed quarterly. The percentage charged ranges from 0.15% to 2.00% of your account value. The firm may combine account values of family members to determine the applicable advisory fee.
Location
Los Angeles, 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 →Other Business ActivitiesSells Insurance
Benjamin is a senior associate at Pacific Advisory Capital Group, dedicating nearly full-time hours to financial planning and client management. He also works as an agent selling fixed/traditional insurance products through two entities, spending minimal time on each.
Employment History
Current Registrations
The Pacific Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 states
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.