Pacific Park Financial offers investment advice and manages portfolios for individuals, families, businesses, pensions, trusts, estates, and charitable organizations. They advise on stocks, ETFs, bonds, CDs, municipal securities, mutual funds, variable life insurance, variable annuities, and U.S. government securities. The firm uses various analysis methods to determine appropriate securities and manages approximately $209 million in assets.
Assets Under Management$210M
Clients214
Advisors1
Avg. per Client$980K
Avg. per Advisor$210M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable under some circumstances. Retirement accounts are managed at a rate of 0.75% of the total retirement account value.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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