Assets Under Management
$317.6M
Number of Clients
210
Number of Advisors
6
Average Client AUM
$1.5M
AUM per Advisor
$52.9M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Pacific Wealth Management provides investment advisory services including asset management, financial planning, and consulting. They manage client portfolios based on individual needs, determining asset allocation based on financial situation, goals, and risk tolerance. They also offer comprehensive financial planning and consulting services on various financial topics.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable for accounts over $10,000,000.
11512 El Camino Real Ste 350, San Diego, CA, 92130