Pactolus provides personalized family office advisory services, including investment advice, wealth management, tax planning, concierge services, and real estate services. Pactolus offers both discretionary and non-discretionary investment management. Pactolus also provides financial planning and administrative services, including retirement planning, estate planning, and cash flow monitoring.
Assets Under Management$180M
Clients211
Advisors5
Avg. per Client$870K
Avg. per Advisor$37M
Fee Structure
Pactolus provides investment advice as part of a wrap fee program. Please refer to Appendix 1: Pactolus Wrap Fee Program Brochure for fee information.
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