Pacific Landfall LLC provides investment management based on individual client goals and risk tolerance. They create investment plans and manage portfolios. PLL also offers comprehensive financial planning, either as a one-time plan or an ongoing monthly subscription. This includes investment planning, tax concerns, and debt/credit planning. For business clients, services range from entity formation to selling the business.
Assets Under Management$15M
Clients125
Advisors2
Avg. per Client$120K
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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