Pacific Crest Financial Advisors provides financial planning and investment management services. They work with individuals, families, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Their services include financial goal setting, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Pacific Crest Financial Advisors is a fee-only firm and does not sell commissioned products.
Assets Under Management$57M
Clients51
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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