Pismo Pacific Financial Services offers investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. They determine financial objectives, identify financial problems, manage cash flow, plan taxes, review insurance, manage investments, fund education, plan for retirement, and plan estates. Pismo Pacific Financial Services may also retain separate account managers on behalf of clients and monitor their performance.
Assets Under Management$19M
Clients34
Advisors1
Avg. per Client$550K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.80% |
| $500K - $1.0M | 1.60% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees may be negotiable for accounts over $2,000,000. A separate fee of 1.5% applies to assets held away (401k, IRA, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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