Naveen Gopal is a registered investment advisor at Pacifica Partners Capital Management INC., based in Surrey, with 10 years of industry experience. Naveen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 260 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pacifica Partners charges a percentage of your assets under management. The fee is calculated monthly and billed quarterly. The annual fee schedule for US residents with US assets is:
- First $1,000,000 — 1.25%
- Next $1,000,000 — 1.00%
- Next $3,000,000 — 0.85%
- Over $5,000,000 — 0.60%
The annual fee schedule for US residents with Canadian assets is:
- First $1,000,000 CAD — 1.25%
- Next $1,000,000 CAD — 1.00%
- Next $3,000,000 CAD — 0.85%
- Over $5,000,000 CAD — 0.60%
The annual fee schedule for Canadian residents with Canadian assets is:
- First $500,000 CAD — 1.50%
- Next $500,000 CAD — 1.25%
- Next $1,000,000 CAD — 1.00%
- Next $3,000,000 CAD — 0.85%
- Over $5,000,000 CAD — 0.60%
Fees may depend on the investment strategy, competitive business inducements, and unique client circumstances. Fees are negotiable.
Location
Suite #213, 5455 - 152 Street, Surrey, V3S 5A5
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pacifica Partners Capital Management INC.
Pacifica Partners Capital Management
State Registrations2 states
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