First Pacific Financial provides financial planning, consulting, and investment management services. They offer wealth management, including discretionary investment portfolio management using mutual funds, exchange-traded funds (ETFs), and individual securities. They also offer a Spark service with financial planning packages and investment management through Betterment for Advisors. Additionally, they provide retirement plan consulting and services to charitable organizations and foundations.
Fee Structure
First Pacific Financial offers investment management services.
For Wealth Management services, the annual fee will not exceed 1.25% of the assets managed. For non-discretionary accounts, the fees are 25% higher than the discretionary services fee.
For the Spark service, clients using First Pacific Financial's asset management services through Betterment for Advisors will be charged 0.90% annually, based on the value of the assets managed.
For Charitable and Non-Profit organizations, the annual fee will not exceed 1.00% of the assets managed.