Pacific United Planning (PUP) offers financial planning and investment management services. PUP provides investment management through Orion Portfolio Solutions. PUP also offers one-time financial consultations and ongoing financial planning for a monthly fee. PUP holds seminars and workshops to educate the public on different types of investments and the different services they offer.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.70% |
| $250K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. Lower fees for comparable services may be available from other sources. The total annual fees for the Orion Program may not exceed 2.40% of assets under management. Fees for Orion services include Administration Fees (reporting and accounting services – ranging from 0.08% - 0.45%), Account Maintenance Fees ($25 or $50 per account annually), and Strategist Fees (range from 0.0% to 0.20%).