Pacific Excel Wealth Advisors offers asset management services, determining investment goals, risk tolerance, and objectives. They also offer ERISA plan services to retirement plans. Additionally, Pacific Excel provides financial planning and consulting, evaluating a client's current and future financial state to predict cash flows and asset values.
Assets Under Management$110M
Clients115
Advisors1
Avg. per Client$960K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.15% |
| $10.0M - $20.0M | 0.95% |
| $20M+ | 0.85% |
This is a blended fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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