Overview

Headquarters
Carlsbad, CA
Total Firm Assets
$260 million
Average High-Net-Worth Client Portfolio Size
$3.1 million

Fee Disclosure

Source: VISTICA WEALTH ADVISORS ADV PART 2A (2026-05-07) · View brochure text

MinMaxDisclosed Annual Rate
$0 and above 1.25%

Stated Minimum Annual Fee: $17,500

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $17,500 1.75%
$5 million $62,500 1.25%
$10 million $125,000 1.25%
$50 million $625,000 1.25%
$100 million $1,250,000 1.25%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
78.92%
Number of High-Net-Worth Clients
66
Total Client Accounts
404
Discretionary Accounts
378
Non-Discretionary Accounts
26

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
147297
  • VISTICA WEALTH ADVISORS ADV PART 2A (2026-05-07) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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