BP
BP

Brandon Pacilio

10 Years of Experience
Westport, CT

Brandon Pacilio is a registered investment advisor at Alpine Hill Advisors LLC, based in Westport, CT, with 10 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 48 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
48 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$115.3M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Wealth management fees range up to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. Fees may be negotiable at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Turkey Hill Road South, Suite 204, Westport, CT, 06880

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Alpine Hill Advisors LLC
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
B. Riley Wealth ManagementBroker
July 2022 - August 2022 · 1 mo
B. Riley Wealth Advisors, INC.
May 2020 - March 2023 · 2 yrs 10 mos
National Securities CorporationBroker
January 2020 - July 2022 · 2 yrs 6 mos
Sumridge Partners, LLCBroker
August 2014 - October 2018 · 4 yrs 2 mos
State Registrations1 state
CT
Advisor

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
No exam information available for this advisor.