Pacific Financial Strategies provides investment advice to individuals, families, and businesses. Services include creating and managing investment portfolios, financial planning, and 401(k) consulting for employers. Financial planning covers investment, retirement, estate, tax, education, and insurance planning. Pacific Financial Strategies may recommend clients roll over 401(k) assets into an IRA managed by them.
Assets Under Management$200M
Clients713
Advisors3
Avg. per Client$280K
Avg. per Advisor$67M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $1000K | 0.90% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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