Pacific Wealth Care offers financial planning and asset allocation/portfolio management services. They gather financial information from you to customize a portfolio allocation, taking into consideration your limitations or restrictions, the market and economy at the time, and your financial situation, goals and objectives. They manage your account on a continuous basis and monitor the securities in your managed account on a regular basis to determine if changes to the account holdings are necessary. Changes will not be made without prior consultation with you.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.20% |
| $750K - $1.0M | 1.05% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees negotiable for accounts over $5,000,000. Client accounts from one household will be consolidated with client accounts from other households to aggregate account values for fee calculations.