Pacific Asset Management provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. The firm creates a personalized investment policy statement and builds globally diversified portfolios primarily using low-cost index mutual funds and exchange-traded funds. Pacific Asset Management emphasizes passive investment strategies focused on asset allocation and long-term investing rather than market timing. In addition to individual portfolio management, the firm provides pension consulting services to employer plan sponsors. Pacific Asset Management operates as a registered investment advisor with offices in Gig Harbor, Washington, and manages hundreds of millions of dollars in client assets.
Fee Structure
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 structures.