Pacific Wealth Advisory (PWA) provides investment management services on both a discretionary and non-discretionary basis. PWA also offers ERISA plan services to qualified retirement plans. Additionally, PWA provides one-time financial planning and consulting services, covering topics like estate planning, investments, taxes, insurance, retirement income, and college planning. PWA uses third-party service providers like Forum Financial Management for back-office support.
Assets Under Management$21M
Clients61
Advisors3
Avg. per Client$350K
Avg. per Advisor$7.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
For income portfolios the annual management fee shall be no greater than 0.8%. The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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