The Pacific Center for Financial Services

Assets Under Management

$960.6M

Number of Clients

781

Number of Advisors

4

Avg. Portfolio per Client

$1.2M

Avg. Managed per Advisor

$240.1M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

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.

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $750K1.00%
$750K - $1.2M0.85%
$1.3M - $1.7M0.80%
$1.8M+0.80%

Fees above $1,750,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
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Location

2000 Crow Canyon Place, Suite 430, San Ramon, CA, 94583

4 Advisors at this firm