Jeffrey Pih
Jeffrey Pih is a CFP-designated registered investment advisor at Pih Investments, LLC, based in South Pasadena, CA, with 12 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35 clients with $88M 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 $250K | Included |
| $250K - $2.0M | 0.99% |
| $2.0M - $5.0M | 0.88% |
| $5M+ | 0.80% |
The annual fee is not negotiable.
Fee Estimator
Location
526 Mission Street, 1st Floor, South Pasadena, CA, 91030
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2011Other Business ActivitiesSells Insurance
Jeffrey is the Director of Accounting & Financial Planning for Biosys Laboratories, Inc., dedicating about half of his time to this role. He is also an independent insurance agent since 2013, selling life and disability insurance, which takes about 10-20% of his time.
Employment History
Current Registrations
Pih Investments, LLC
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.