Assets Under Management
$181.7M
Number of Clients
486
Number of Advisors
3
Average Client AUM
$374K
AUM per Advisor
$60.6M
Compensation
Fee-Only (AUM)
Pacific Financial Strategies provides asset management, financial planning, and 401(k)/pension consulting to individuals. Investment strategies are tailored to client needs and goals. Financial planning covers investment, retirement, estate, tax, education, and business planning. Pension consulting assists employers with retirement plans.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
223 E. Thousand Oaks Blvd., Suite 403, Thousand Oaks, CA, 91360