Pacific Investment Research manages investment portfolios and provides comprehensive financial planning for individuals, couples, and families. The firm creates customized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and alternative investments, offering both core and tactical management styles. Personal financial planning covers cash flow, tax planning, risk management, estate planning, and portfolio management. Pacific Investment Research is legally required to act in your best interest and requires financial planning to be done in conjunction with portfolio management.
Assets Under Management$150M
Clients89
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$6,400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.25% |
Portfolios under $500,000 pay a flat fee of $1,600 per quarter ($6,400 annually). Portfolios over $500,000 pay an annual rate of 1.25%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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