Benjamin White is a registered investment advisor at Sestante Family Office, based in Coronado, CA. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 19 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Sestante also charges certain clients an additional or stand-alone fixed monthly fee that is negotiated with each client based on the level and types of services provided.
Fee Estimator
Location
1330 Orange Avenue, Suite 250, Coronado, CA, 92118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sestante Family Office
State Registrations1 state
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