Michael Lim is a registered investment advisor at Pacific Wealth Management, based in San Diego, CA, with 31 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 210 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 are negotiable for accounts over $10,000,000. There is a different fee schedule for institutional accounts (typically third party trusts and estate accounts).
Fee Estimator
Location
11512 El Camino Real, Suite 350, San Diego, CA, 92130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is an Investment Advisor Representative (IAR) registered through Pacific Wealth Management LLC, spending all of his time on this business.
Employment History
Current Registrations
Pacific Wealth Management
Previous Registrations
Girard Securities, INC.Broker
Girard Securities, INC.
Pacific Wealth Management
Lockwood Financial Services, INC
Lockwood Financial Services, INC.Broker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Smith Barney INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.