| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable for accounts over $10,000,000.
11512 El Camino Real, Suite 350, San Diego, CA, 92130
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Learn about disclosures →James is the 100% owner of IA-Pacific Wealth Management LLC and dedicates all of his time to it. He is also an IAR registered through PWM.