James Kuntz is a registered investment advisor at Pacific Wealth Management, based in San Diego, CA, with 43 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 210 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for accounts over $10,000,000. There is a different fee schedule for institutional accounts (typically third party trusts and estate accounts).
Fee Estimator
Location
11512 El Camino Real, Suite 350, San Diego, CA, 92130
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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 →Other Business Activities
James is the 100% owner of IA-Pacific Wealth Management LLC and dedicates all of his time to it. He is also an IAR registered through PWM.
Employment History
Current Registrations
Pacific Wealth Management
Previous Registrations
Girard Securities, INC.
Girard Securities, INC.Broker
Pacific Wealth Management
Lockwood Financial Services, INC
Lockwood Financial Services, INC.Broker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations1 state
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