Pacifica Partners offers investment advisory services to high net worth individuals, other individuals, corporations, and businesses. They also provide sub-advisory services. Investment decisions are based on a client's Investment Policy Statement, which is created after assessing the client's investment objectives and risk tolerance. Clients can add restrictions to their portfolios based on ethical, ecological, or governance considerations. They offer both discretionary and non-discretionary investment management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Fees are negotiable and may depend on the type of investment strategy, competitive business inducements, and unique circumstances for the client. There are different fee schedules depending on whether your assets are held in the US or Canada, and whether you are a US or Canadian resident.