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
Portfolio-Based Fees (Tiered)
| 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.
Fee Estimator
Areas of Practice
Location
2000 Crow Canyon Place, Suite 430, San Ramon, CA, 94583