OM Pacific Capital provides investment advisory services including portfolio management and financial planning. They work with individuals and other entities to help them meet their financial goals. They offer comprehensive portfolio management, financial planning & consulting, and retirement plan consulting. They may recommend investments in private funds partially owned by the firm's owner. They also offer advisory services through LPL Financial programs and referrals to third-party money managers.
Fee Structure
OM Pacific Capital offers investment management as part of their Comprehensive Portfolio Management service. The annual fee will not exceed 2.00% of the account value. Fees are billed quarterly in advance. The specific fee will be detailed in the client's advisory agreement.