Ralph Latza is a CFP-designated registered investment advisor at Pacific Asset Management, LLC, based in Gig Harbor, WA, with 12 years of industry experience. Ralph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 368 clients with $280M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are generally negotiable. Existing clients are grandfathered into their original fee structure.
Fee Estimator
Location
4320 Harborview Dr, Gig Harbor, WA, 98332
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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 →Employment History
Current Registrations
Pacific Asset Management, LLC
Previous Registrations
Nr Smith & Associates, P.S.
Bluesky Wealth Advisors, LLC
Lifestream Financial, INC.
Private Ocean
Plan[real]
Merrill Lynch Pierce Fenner & Smith INC.
Morgan Stanley
State Registrations1 state
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