Alta Pacific Wealth Management (APWM) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. APWM generally limits its investment advice to mutual funds, equities, fixed income securities, ETFs, real estate funds, non-U.S. securities, and private placements. APWM does not participate in wrap fee programs.
Assets Under Management$65M
Clients32
Advisors1
Avg. per Client$2M
Avg. per Advisor$65M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $249K | 1.75% |
| $249K - $499K | 1.50% |
| $499K - $999K | 1.25% |
| $999K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable for accounts above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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