Pacific Advisory Capital Group provides investment advice tailored to clients' needs. They offer both discretionary and non-discretionary portfolio management, retirement plan consulting for ERISA and non-ERISA plans, and financial planning services covering areas like retirement, education, and estate planning. They also sponsor a wrap fee program. The firm may invest client assets according to model portfolios with varying degrees of risk tolerance.
Assets Under Management$34M
Clients44
Advisors3
Avg. per Client$780K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Pacific Advisory Capital Group charges a fee for managing your investments, calculated as a percentage of the average daily balance in your account. The percentage ranges from 0.15% to 2.00% per year, and is negotiable based on the size, scope, and complexity of the services provided.
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