PACRIM Advisory Services offers investment management services, including financial planning and portfolio management for a single fee. They also provide qualified plan consulting services for businesses. PACRIM may recommend third-party advisors, acting as either a co-advisor or solicitor. Services are tailored to each client, but restrictions on security types are generally not allowed.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $550K | 0.75% |
| $550K - $1.0M | 0.70% |
| $1.0M - $2.5M | 0.65% |
| $2.5M - $4.5M | 0.55% |
| $4.5M - $7.0M | 0.45% |
| $7.0M - $10.0M | 0.20% |
| $10M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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