Pacifica Partners offers investment advisory services to high net worth individuals, other individuals, corporations, and businesses. They also provide sub-advisory services. Investment decisions are based on a client's investment objectives and risk tolerance, documented in an Investment Policy Statement. Clients can choose to invest in Responsible Investing portfolios. Pacifica Partners manages accounts on a discretionary or non-discretionary basis. They may also provide financial planning and consulting services to Canadian clients.
Fee Structure
Pacifica Partners charges a percentage of your assets under management. The fee is calculated monthly and billed quarterly. The annual fee schedule for US residents with US assets is:
- First $1,000,000 — 1.25%
- Next $1,000,000 — 1.00%
- Next $3,000,000 — 0.85%
- Over $5,000,000 — 0.60%
The annual fee schedule for US residents with Canadian assets is:
- First $1,000,000 CAD — 1.25%
- Next $1,000,000 CAD — 1.00%
- Next $3,000,000 CAD — 0.85%
- Over $5,000,000 CAD — 0.60%
The annual fee schedule for Canadian residents with Canadian assets is:
- First $500,000 CAD — 1.50%
- Next $500,000 CAD — 1.25%
- Next $1,000,000 CAD — 1.00%
- Next $3,000,000 CAD — 0.85%
- Over $5,000,000 CAD — 0.60%
Fees may depend on the investment strategy, competitive business inducements, and unique client circumstances. Fees are negotiable.