Kari Lambert

Pacifica Capital Investments (PCI) charges a base management fee and a performance fee to clients who meet certain qualifications (net worth of $2.1 million or at least $1,000,000 under PCI's management). The base management fee is up to 1.0% of the value of the client's account annually. The performance fee will not exceed 20% of the annual increase in the value of the client's account above a minimum annual return, which is tied to the yield on the ten-year U.S. Treasury bond. Clients who do not meet the qualifications pay only the base management fee, which ranges from 0.25% to 2% annually. Fees are negotiable and may vary based on account size, potential for growth, client relationship, and other factors. A maintenance fee ranging from $100 to $150 may be charged to accounts below $250,000.