Pacific Financial Strategies manages investment portfolios and offers financial planning and retirement plan consulting for individuals, families, and businesses. Pacific Financial Strategies builds personalized portfolios using individual bonds, exchange-traded funds, mutual funds, and individual stocks based on each client's specific goals. The firm reviews and rebalances portfolios at least quarterly. Pacific Financial Strategies also provides comprehensive financial planning and consultations covering retirement, estate, tax, and insurance planning, as well as real estate and debt analysis. The firm specializes in working with individuals and small business pension plans.
Assets Under Management$200M
Clients713
Advisors3
Avg. per Client$280K
Avg. per Advisor$67M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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