Sitka Pacific provides investment management services to both accredited and non-accredited investors. They evaluate a client's financial situation and risk tolerance to determine if their approach aligns with the client's investment objectives. Sitka Pacific aims to preserve and grow portfolios by investing in global asset classes at attractive values, using cash as a strategic asset. Client assets are managed in separately managed accounts with full transparency.
Assets Under Management$41M
Clients49
Advisors2
Avg. per Client$840K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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