Pacific Value provides investment advice to clients under a discretionary arrangement. Pacific Value pursues a value-oriented approach to investment management, which may lead to concentrated positions in industries or sectors Pacific Value views as undervalued. Pacific Value tailors advisory services to meet the specific needs of each client.
Assets Under Management$170M
Clients177
Advisors3
Avg. per Client$970K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.40% |
| $300K - $500K | 1.15% |
| $500K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees on assets in excess of $2,000,001 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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