Pacific Capital Works (PCW) is a fee-only registered investment advisor based in Portland, Oregon. PCW manages investment portfolios for individuals, high net worth individuals, qualified retirement plans, advisory firms, charitable organizations, and corporations. PCW also offers wealth planning services, including retirement planning, charitable gift planning, college planning, risk management counsel, and assistance with assets outside of PCW's direct management. PCW specializes in servicing executives and entrepreneurs or those with concentrated equity positions, especially in publicly traded companies, and who plan to reside in the US permanently but either emigrated from another country or plan to reside in other countries.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $600K | 0.90% |
| $600K - $1.6M | 0.70% |
| $1.6M - $2.6M | 0.50% |
| $2.6M - $4.6M | 0.40% |
| $4.6M+ | 0.35% |
Fees are negotiable based on family relations, firm affiliations, or individual circumstances. Principals and employees of PCW receive reduced fees.
