The Pacific Center for Financial Services (PCFS) provides financial planning, consulting, and investment management services. Financial planning includes data collection, review of financial situations, and report preparation with recommendations. Investment management is offered through the Managed Account Program (MAP), investing in mutual funds, stocks, ETFs, and bonds. PCFS aims to provide a diversified, long-term investment approach through asset allocation, monitoring, and re-balancing.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $1.2M | 0.85% |
| $1.3M - $1.7M | 0.80% |
| $1.8M+ | 0.80% |
Fees above $1,750,000 are negotiable.