Pacific Strategic Management invests client capital in a tax-efficient manner by allocating assets to unaffiliated, third-party investment managers specializing in long-term value investing. In certain cases, with client consent, they directly invest in equity securities. They do not receive commissions from investment managers. The firm also manages assets for family and relatives of its principals.
Assets Under Management$400M
Clients21
Advisors1
Avg. per Client$19M
Avg. per Advisor$400M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
0.75% annually for Equity Mutual Funds, Balanced Mutual Funds, and Equity Securities. 0.20% annually for Bond Mutual Funds.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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