Pacific Financial Planners (PFP) manages investment portfolios for individuals, pension and profit-sharing plans, estates, trusts, and charities. PFP assesses each client’s financial situation and investment objectives to create client-specific portfolios. Investments are made in securities traded on public exchanges, primarily in equities, exchange traded funds (ETFs), mutual funds, and U.S. Treasury securities. Financial planning services are offered free to managed account clients, covering investments, insurance, tax, retirement, and estate planning.
Assets Under Management$110M
Clients298
Advisors1
Avg. per Client$360K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts of $2,000,000 or more.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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