Pacific Shores Investment Advisors offers investment management services, working with clients to identify their investment goals, risk tolerance, and objectives. They create a portfolio using individual stocks, bonds, exchange-traded funds, and mutual funds. Portfolios are reviewed and rebalanced based on individual needs and goals. As a fiduciary, Pacific Shores Investment Advisors acts in the client's best interest and customizes portfolios based on investment objectives.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.95% |
| $500K - $5.0M | 1.75% |
| $5M+ | 1.75% |
Fees are negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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