Pacific Capital Wealth Advisors manages investment portfolios and provides personalized financial planning, which they call the Financial Life Inspection. Their services cover comprehensive savings and retirement planning, income analysis, full portfolio investment reviews, risk analysis, college planning, tax optimization, real estate reviews, legacy planning, and asset protection. Pacific Capital manages investments with the authority to make trades without asking first, tailored to each client's specific goals and risk tolerance. The firm specializes in working with high net worth families, individuals, trusts, estates, and business owners.
Fee Structure
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 and account minimums may be negotiable based on prior relationships and related account holdings. Rates for amounts above $100,000,000 are customized/negotiable.