Pactolus
Assets Under Management
$182.6M
Number of Clients
211
Number of Advisors
4
Avg. Portfolio per Client
$865K
Avg. Managed per Advisor
$45.6M
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Pactolus Private Wealth Management provides investment advice and financial planning services to individuals, families, and other entities. Pactolus offers both discretionary and non-discretionary investment management, tax planning, concierge services, real estate services, and family office services. Pactolus operates on a wrap fee basis, providing investment advisory and brokerage execution for a single fee.
Fee Structure
Pactolus provides investment advisory services through a wrap fee program. Please refer to the Pactolus Wrap Fee Program Brochure for fee information. Pactolus also facilitates the establishment of self-directed retirement funds for an initial fee of $750, and an ongoing annual fee of $150 for administrative support. These accounts are also subject to the asset-based fee schedule in the Wrap Fee Program Brochure.
Areas of Practice
Location
8614 Westwood Center Drive, Suite 620, Vienna, VA, 22182