Jacob Pacini is a registered investment advisor at Lilliano Capital Management LLC, based in Phoenix, AZ, with 11 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees vary depending on the portfolio, ranging from 0.10% to 1.50% annually. Zenith Growth, Zenith Balance, Zenith Defensive: 0.70%. Arcadia Growth, Arcadia Balanced, Arcadia Defensive: 0.40%. Halcyon Growth, Halcyon Balanced, Halcyon Defensive: 0.10%. Lingo Equities + Options: 1.50%.
Fee Estimator
Location
2046 W. Union Park Drive, Phoenix, AZ, 85085
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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
Lilliano Capital Management LLC
Previous Registrations
Soulence Wealth Management, LLC
Sl2 Investments LLC
State Registrations1 state
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