Pacific Wealth Strategies Group (PWSG) offers investment management, financial planning, and pension consulting services. PWSG aims to provide wealth management strategies focusing on risk mitigation, tax efficiency, investment management, and family legacy planning. PWSG works with clients to understand their financial situation, objectives, and risk tolerance to create a customized plan. PWSG's services include investment management, cash management, risk mitigation, tax strategies, retirement planning, and wealth distribution planning.
Fee Structure
PWSG charges a percentage of your portfolio each year for investment management services, up to 2.0%. The exact fee is negotiable based on the amount you invest and the complexity of the services. Fees are calculated quarterly based on the value of your account at the end of the quarter. If you add or remove assets during the quarter, the fee will be adjusted accordingly. If you end the relationship mid-quarter, the fee will be prorated. The fee is deducted from your account by your custodian.