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Blair Bodek

9 Years of Experience
Philadelphia, PA

Blair Bodek is a registered investment advisor at Pacifica Capital Investments, based in Philadelphia, PA, with 9 years of industry experience. Blair operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 160 clients with $620M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
160 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$622.4M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

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.

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Location

3622 Pearl St., Philadelphia, PA, 19104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Blair works as an assistant/contractor for Philadelphia Constructions, focusing on real estate activities such as prospecting, renting, repairs, and sales. This takes about a quarter of Blair's time.

Employment History
Current Registrations
Pacifica Capital Investments
June 2016 - Present · 9 yrs 11 mos
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.