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Facts and Insights
SITKA PACIFIC CAPITAL MANAGEMENT, LLC is a financial advisory firm with extensive experience in managing investments for individuals and institutions. Founded in 2002 by a team of seasoned financial professionals, SITKA PACIFIC has a track record of providing tailored investment strategies and exceptional client service.
Assets Under Management, Number of Advisors and Time in Business:
SITKA PACIFIC currently manages over $500 million in assets for its clients. The firm has a team of five advisors who have a combined experience of over 100 years in the industry. With almost two decades in business, SITKA PACIFIC has established itself as a reliable and trusted advisor in the financial world.
Financial Services Offered
SITKA PACIFIC offers a range of financial services to meet the diverse needs of its clients. These services include:
- Portfolio management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
Client Types
SITKA PACIFIC caters to a variety of clients, including individuals, high net worth individuals, trusts, and charitable organizations. The firm takes a personalized approach to each client and tailors its services to meet their specific financial goals and needs.
Fees & Compensation
SITKA PACIFIC aligns its interests with those of its clients by using a fee-based compensation structure. This means that the firm’s fees are based on a percentage of the assets under management, incentivizing the team to work towards the growth of its clients’ portfolios. The firm also discloses all fees and expenses upfront to ensure transparency with its clients.
Background
The team at SITKA PACIFIC consists of highly experienced advisors with diverse backgrounds in finance and business management. All team members hold relevant certifications and licenses, and the firm has a commitment to ongoing education and training to ensure that its clients receive the best possible financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, SITKA PACIFIC is committed to acting in the best interests of its clients and complying with all regulations and laws. The firm has a clean record and no reported disclosures on its Form ADV, further highlighting the company’s commitment to its clients’ financial well-being.
How does the advisor help clients – Key Takeaways:
- SITKA PACIFIC is a trusted and experienced financial advisory firm with over 18 years in business
- The firm manages over $500 million in assets for a variety of clients
- Services offered include portfolio management, retirement planning, and estate planning
- The firm operates on a fee-based compensation structure and discloses all fees upfront
- SITKA PACIFIC’s team consists of highly qualified and experienced advisors, committed to ongoing education and training
- The firm has a clean record with no reported disclosures on its Form ADV