Assets Under Management
$4.8B
Number of Clients
521
Number of Advisors
12
Average Client AUM
$9.2M
AUM per Advisor
$399.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Pacific Portfolio Consulting, LLC offers financial planning, investment advisory, and reporting services to individuals, trusts, foundations, charitable organizations, and corporations. Services include wealth management, investment planning, discretionary and non-discretionary investment management, and financial planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.30% |
| $50M+ | 0.25% |
Clients who choose a completely passive implementation of their portfolio will receive a discount of 25% of the fees outlined above.
450 Alaskan Way S, Suite 500, Seattle, WA, 98104