Pacific Capital Wealth Advisors provides personalized financial planning and investment management services. Financial planning covers savings, retirement, income analysis, portfolio review, risk analysis, college planning, tax optimization, real estate, legacy planning, and debt analysis. Investment management is tailored to client objectives and risk tolerance, with discretionary authority to make trades. Pacific Capital may recommend other investment advisors if they are not a good fit.
Assets Under Management$670M
Clients79
Advisors5
Avg. per Client$8.5M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$25M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.25% |
| $25.0M - $50.0M | 1.13% |
| $50.0M - $100.0M | 1.00% |
| $100M+ | 1.00% |
Fees are customized/negotiable above $100,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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