Pacifica Wealth Advisors offers investment advice to individuals and businesses. Services include asset management, sub-account management, and retirement plan consulting. The firm creates tailored investment strategies based on client needs, risk tolerance, and time horizons. As a fiduciary, Pacifica Wealth Advisors is legally required to act in the client’s best interest.
Fee Structure
Pacifica Wealth Advisors offers asset management services where they create and manage a portfolio of investments for you. The maximum annual fee for this service is 2.5% of the value of your account. The exact fee will be outlined in your advisory agreement. Fees are calculated each quarter based on the value of your account on the last day of the quarter and are deducted from your account. Fees are negotiable.