Assets Under Management
$654.3M
Number of Clients
154
Number of Advisors
5
Average Client AUM
$4.2M
AUM per Advisor
$130.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Pacific Capital, headquartered in Corona, CA, offers financial planning through its Financial Life Inspection® and ongoing investment supervisory services. They customize and monitor portfolios, providing transparent processes. They also offer ERISA plan services to qualified retirement plans.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 1.25% |
| $25.0M - $50.0M | 1.13% |
| $50.0M - $100.0M | 1.00% |
| $100M+ | 1.00% |
Fees are customized/negotiable for accounts above $100,000,000. Using the previous tier's fee percentage.
1861 California Avenue, Suite 101, Corona, CA, 92881