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.
Assets Under Management$960M
Clients781
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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