Pacific Asset Management (PAM) provides ongoing portfolio management services tailored to individual client goals, objectives, and risk tolerance. PAM creates an Investment Policy Statement for each client to guide investment decisions. PAM also offers pension consulting services to employer plan sponsors, assisting in the selection and monitoring of investment alternatives for retirement plans. PAM primarily recommends mutual funds and ETFs.
Assets Under Management$280M
Clients368
Advisors5
Avg. per Client$760K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are generally negotiable. Existing clients are grandfathered into their original fee structure.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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