JV
JV

Jin Vieth

3 Years of Experience
Monterey Park, CA

Jin Vieth is a registered investment advisor at Organik Capital LLC, based in Monterey Park, CA, with 3 years of industry experience. Jin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 6 clients with $1.7M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$285K average
Assets Under Management
$1.7M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Monterey Park, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jin is the Chief Financial Officer of V Spa LLC, a day spa in South Pasadena, CA. This activity takes about 10% of Jin's time each month.

Employment History
Current Registrations
Organik Capital LLC
September 2022 - Present · 3 yrs 8 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.
Jin Vieth - Financial Advisor | TrueAdvisor