Pacific Coast Investment Advisors manages investment portfolios and offers financial planning services for individuals, trusts, and small businesses. Founded in 2006 and owned by Ryan J. Murphy, Pacific Coast Investment Advisors builds diversified portfolios using stocks, U.S. government and corporate bonds, certificates of deposit, mutual funds, exchange-traded funds, and publicly traded real estate investment trusts. When managing investments, Pacific Coast Investment Advisors generally has the authority to make trades without asking first, though clients can place restrictions on certain types of securities. Pacific Coast Investment Advisors also creates comprehensive financial plans that evaluate a client's entire financial and life situation to project future cash flows and asset values.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees are negotiable and accounts of family members can be combined to determine the rate level.
