Pacific Financial Advisors provides investment management and financial planning services. Financial planning includes reviewing wills, estate plans, investments, taxes, income, retirement, and insurance. Insurance and mortgage planning are offered through affiliated companies. Investment management is discretionary and based on individual goals and risk tolerance.
Assets Under Management$52M
Clients121
Advisors5
Avg. per Client$430K
Avg. per Advisor$10M
Fee Structure
Planning is included in investment management (also available separately)
Pacific Financial Advisors charges a percentage of your portfolio each year.
- $0 - $2,000,000: 1.0% - 2.00%
- $2,000,001+: 0.85% - 1.5%
Fees are negotiable and billed monthly.
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