Enzo Vinholi is a registered investment advisor at Pacific Financial Advisors, based in Bellevue, WA. Enzo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 121 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pacific Financial Advisors charges a percentage of your portfolio each year.
- $0 - $2,000,000: 1.0% - 2.00%
- $2,000,001+: 0.85% - 1.5%
Fees are negotiable and billed monthly.
Location
11400 SE 8th Av Se, Suite 460, Bellevue, WA, 98004
Get directionsHistory
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
Pacific Financial Advisors
State Registrations1 state
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.