Pacific Specialty Investment Group (PSIG) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. PSIG makes investment decisions with discretionary authority, primarily using individual stocks, ETFs, closed-end funds, U.S. government securities, and money market funds. Client portfolios are held at Charles Schwab & Co.
Assets Under Management$130M
Clients127
Advisors2
Avg. per Client$980K
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $249K | 2.00% |
| $249K - $499K | 1.70% |
| $499K - $999K | 1.50% |
| $999K - $3.0M | 1.30% |
| $3M+ | 1.00% |
Standard fee schedule is generally negotiable based on a number of factors, which include but are not limited to “grandfathered” accounts, related accounts, and other structures that we may consider in special situations. Some accounts are under different fee schedules honoring prior agreements. We also manage some family and related accounts without charge.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...