Pacific Global provides investment management services to individuals, institutions, and retirement plans through Separately Managed Accounts (SMAs). They also offer financial planning services related to retirement, cash flow, and investment planning. For investment management, clients choose an investment style (equity, fixed income, or balanced). Financial planning covers retirement, cash flow, and investment strategies. They analyze client information to create a financial plan designed to help clients achieve their financial goals.
Assets Under Management$99M
Clients175
Advisors4
Avg. per Client$570K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.5M | 1.00% |
| $3.5M - $6.0M | 0.75% |
| $6.0M - $11.0M | 0.65% |
| $11M+ | 0.50% |
The payment schedule and fees may be negotiated. For certain accounts with assets below the minimum account size, Pacific Global may charge a minimum quarterly fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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