Pacific Coast Investment Advisors provides ongoing investment advice and portfolio management based on your individual needs. They create portfolios using stocks, bonds, mutual funds, and ETFs. They also offer financial planning services, creating a written plan to help you reach your financial goals. They can manage investments with or without the authority to make trades without asking you first.
Assets Under Management$110M
Clients100
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
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 generally negotiable. Accounts of family members will be assigned a Rate Level based on aggregate value of all accounts in family group.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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