Blake Pinyan is a CFP-designated registered investment advisor at Anchor Bay Capital, INC., based in Carlsbad, CA, with 5 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 190 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Anchor Bay Capital's fees for investment management range from 0.95% to 1.75% annually. Accounts over $1,000,000 are typically charged 1.20% annually, and accounts above $4,000,000 are generally 1.00% annually. The specific fee depends on the types of investments, number of accounts, complexity of the client's financial situation, and the time and resources required.
Location
5780 Fleet St., Suite 308, Carlsbad, CA, 92008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Blake is involved with Anchor Bay Capital, Inc. as a financial planner and RIA, dedicating nearly full-time hours, and Anchor Bay Tax & Consulting LLC, spending about a quarter of their time on tax preparation and estate consulting. Blake also dedicates minimal time to Anchor Bay Private Wealth and the National Financial Planning Association NexGen.
Employment History
Current Registrations
Anchor Bay Capital, INC.
Anchor Bay Securities, LLC
Anchor Bay Securities, LLCBroker
Previous Registrations
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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