Pacific Investment Counsel manages investments in publicly traded securities, allocating investments based on client-selected methods. They study company history, fundamentals, and prospects, focusing on strong earnings relative to price. Pacific Investment Counsel does not provide portfolio management services to a bundled fee program.
Assets Under Management$48M
Clients64
Advisors1
Avg. per Client$740K
Avg. per Advisor$48M
www.pacificinvestmentcounsel.com ·www.linkedin.com/company/pacific-investment-cou... ·www.linkedin.com/in/s-david-andrew
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable subject to scope of service required and assets being managed.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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