Rosalie Almenara is a CFA-designated registered investment advisor at Pacifica Partners Capital Management INC., based in Surrey. Rosalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. 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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Rates shown are for US domiciled assets. Canadian resident schedule starts at 1.50% for the first $500,000. Fees are negotiable based on investment strategy and unique circumstances.
Fee Estimator
Location
Suite #213, 5455 - 152 Street, Surrey, V3S 5A5
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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 →Employment History
Current Registrations
Pacifica Partners Capital Management INC.
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.
Exams
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