Pacific Investment Research (PIR) offers financial planning and portfolio management services to individuals, couples, and families. Financial planning is provided alongside portfolio management, covering cash flow, tax planning, risk management, estate planning, and investment management. PIR manages investments in brokerage accounts, retirement plans, insurance products, and alternative investments, typically on a discretionary basis, investing primarily in stocks, bonds, mutual funds, and exchange-traded funds.
Assets Under Management$120M
Clients90
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 6.40% |
| $500K+ | 1.25% |
Portfolios with assets below $500,000: Flat Fee of $1,600 per quarter (annualized to 6.4% for a $100,000 portfolio). A minimum fixed fee applies to portfolios below $250,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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