Montecito Capital Management Group I Kipley Lytel
Montecito Capital Management Group I Kipley Lytel

Montecito Capital Management Group I Kipley Lytel

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Introduction: Our financial advisory firm offers portfolio management, comprehensive investment advisory services, modern portfolio strategies, financial plans and retirement solutions. We are ranked top 3% in nation by Paladin Registry (Five Stars) and Forbes Top 10 Most Dependable Wealth Managers in Southern California.
Overview

Serves Los Angeles, CA

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License verified

4 employees

18 years in business

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Facebook, Twitter

Featured Projects

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Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

10 reviews

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pro avatar
Ethel M.
Oct 8, 2018
Kipley is an exceptional financial planner. I have been utilizing his talents for many years and find his knowledge of all aspects of the financial world impeccable
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Robert C.
Oct 8, 2018
Kipley Lytel has been amazing in every way in helping with planning my family's retirement, increasing my assets, devising tax efficient strategies and thinking about how to mitigate my risks. Recommend highly.
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Paula B.
Sep 23, 2014
I have used Kipley Lytel as my wealth advisor for over eight years. Over that time, Kipley has been invaluable in helping me stay advised and in tune with my ever changing and sometimes complicated financial situation. As a trusted advisor, Kipley has always treated me with the highest regard and unmatched care. I have found his honesty and integrity in our business dealings to be unmatched. My financial situation has changed several times during our relationship. All the while Kipley has always been there to help me make well informed decisions about my financial life and future. His council has always been well researched, specific to my needs and effective. I highly recommend Kipley and his services without hesitation.
pro avatar
Melony P.
Oct 29, 2018
Kipley Lytel has been managing and growing my investment funds for the past 8 years. He has guided me carefully and competently. I've learned a lot. Now in October 2018, with the fall in the stock market, I'm cheerfully buying "stocks on sale..." And he's very entertaining as he teaches me about finance!
pro avatar
Michael R.
Oct 8, 2018
One of the best financial decisions I've ever made. Would and have highly recommended his services.
Credentials
License

License Type: Investment Advisor (CA)

Background Check

Kipley Lytel

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    'Pure' Asset-Based Fee Practice - A declining fee rate model We offer Free Complimentary Initial Portfolio Reviews. It is our goal to keep our "pure" fee-only practice competitive and we have found that that our clients understand the value-proposition between fees paid and the comprehensive financial, portfolio, retirement and estate planning services we continually provide. We also very much hope to have an opportunity to convey the value of our services to you. Our active advisory fees start at 1.0% of assets managed, declining to a low of 0.6% of assets for the highest net worth bracket of actively advised accounts (fee chart is provided at bottom of page). Studies show these advisory fees are approximately 30% lower on average than the overall financial advisory industry and are also in the bottom quartile for fee-based distribution for advisors. In fact, 25% of advisors charge more than 1.75%, while 30% charge more than 1.5% - which is exorbitant.* It is also important to recognize that industry research has shown that professional advisory services add value to client portfolios. For example, two different studies by both Evestnet & Vanguard found advisors beat market benchmarks by an average of +3% a year, with Evestnet finding tax benefits alone add up to more than +1% annually over the broad market (for 1995-2014 period). Similarly, the Vanguard study found advisors overall added +3% each year with portfolio construction, behavioral coaching (e.g. avoid emotional investment decisions like panic selling) and wealth management. Perhaps this added-value is why client satisfaction with financial advisors is amongst the highest relative to all of the industries monitored by the American Customer Satisfaction Index (ACSI).

  • What education and/or training do you have that relates to your work?

    BA, Economics & MBA from The Claremont Colleges along with Chartered Financial Analyst from CFA Institute

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