Pacific Wealth Management (PacWealth) offers investment advice and financial planning to individuals, corporations, and other business entities. PacWealth manages investment portfolios based on clients' individual needs and goals. They also provide comprehensive financial planning services, covering areas like cash flow, retirement, insurance, and estate planning. Clients can also receive consulting on specific financial topics.
Assets Under Management$320M
Clients210
Advisors7
Avg. per Client$1.5M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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