Pacific Global Investment Management Company is a registered investment advisor established in 1991 that provides investment management and financial planning services to individuals, high-net-worth clients, institutions, and retirement plans. Pacific Global Investment Management Company manages separate accounts using equity, fixed income, and balanced strategies tailored to each client's risk tolerance and financial goals. In addition to portfolio management, Pacific Global Investment Management Company offers financial planning covering retirement, cash flow, and investment analysis, as well as focused consulting and financial coaching. The firm operates as a discretionary investment manager and constructs portfolios using fundamental research, primarily relying on value and core equity styles alongside active fixed income management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.5M | 1.00% |
| $3.5M - $6.0M | 0.75% |
| $6.0M - $11.0M | 0.65% |
| $11M+ | 0.50% |
Fees are negotiable based on services provided, investment strategy, reporting requirements, and relationship size.