Clay Beccue is a CFA-designated registered investment advisor at Presidio Financial Advisors LLC, based in Santa Barbara, CA, with 4 years of industry experience. Clay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 13 clients with $4.7M 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 $750K | 1.00% |
| $750K - $5.0M | 0.70% |
| $5M+ | 0.40% |
Fee Estimator
Location
105 E De La Guerra Street, Suite 10, Santa Barbara, CA, 93101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Presidio Financial Advisors LLC
State Registrations1 state
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