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Montecito Capital Management Group

United States

Montecito Capital Management Group has been in the financial advisory business since 2004 and its founder, Kipley J. Lytel, CFA, has been an investment leader & contributing author on financial topics for over two decades. We offer independent, world-class investment expertise and flexible financial road maps to clients on an ongoing basis. The firm's wealth management practice advises individuals and families on their financial affairs during the accumulation of asset phase, or after they have reached retirement. Our advisory services are geared toward being inclusive and encompasses a wide scope of asset sizes, ranging from the mass affluent ($200,000 -$1 million) to the high net worth individual (>$1 million). We also currently advise on certain institutional asset accounts, such as Charitable Foundations.

The firm's Wealth Managers advise and help clients manage their assets with affordable "pure" fee-based portfolio management and retirement solutions. The firm fees are driven from assets in which we actively advise on with a sliding scale structure, from 1.0%-0.6% (based on asset size brackets). In return, client services are all-encompassing from portfolio management, financial planning, retirement solutions and unique asset "type" considerations, such as real estate. The term "pure" translates into a client-centric advisory practice where we are not in the business of 'selling' investments or proprietary products, nor do we have outside incentive conflicts given we do not accept commissions. From the client standpoint, we also deliver transparency on fees, costs, actions and rationale for recommendations. Moreover, we strive to distinguish the value proposition of our advisory services as it relates to enhancing a client's financial standing by combining actionable planning advice with objective investment guidance, while also providing clarification on the cost-benefit of our ongoing counsel.

We have been recognized in Forbes Magazine as the Top 10 Most Dependable Wealth Managers in Southern California and have received a coveted "Five Star" advisory ranking by Paladin Registry, reserved for the
nation's elite ranked advisors based on an extensive advisor screening evaluation of credentials, ethics, businesses practices and quality of services. More recently, in 2017 our LA office was highlighted by Expertise as one of the Top 20 Financial Advisors out of 898 advisors in Los Angeles after a rigorous examination of 25 variables across five categories: Reputation, Credibility, Experience, Availability and Professionalism.

Montecito Capital Management Group & Founder, Kipley Lytel CFA, Top 20 Financial Advisors in Los Angeles

Montecito Capital Management Group and its Founder, Kipley J. Lytel, CFA is honored to have been ranked in the Top 20 Financial Advisors List, particularly given the depth of 898 candidates considered.  According to Managing Wealth Advisor, Kipley J. Lytel,…

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