Pacific Investment Advisors (PIA) offers personalized investment advice, primarily focusing on stocks, ETFs, and equity mutual funds. PIA operates as a "niche" advisor, concentrating on the "risk" portion of a client's portfolio. Clients make the ultimate investment decisions, and PIA does not offer financial planning services, recommending clients seek that advice elsewhere. PIA's value is based on Stephen Vaughen's 45+ years of experience in securities.
Assets Under Management$26M
Clients68
Advisors1
Avg. per Client$380K
Avg. per Advisor$26M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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