Pacific Sun Financial Corp. is an investment advisor managing assets for different clients, aiming to meet their financial goals while considering their risk tolerance and time horizon. As a fiduciary, Pacific Sun Financial is legally required to act in the client’s best interest. The firm sponsors a wrap fee program where clients pay a single fee for investment advisory services and custodial transaction costs.
Assets Under Management$290M
Clients382
Advisors3
Avg. per Client$760K
Avg. per Advisor$97M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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