Trailhead Pacific manages a private investment fund and separate accounts for high-net-worth individuals. Trailhead focuses on long-term investments, primarily in equities, in the U.S. and Asia Pacific. For separate accounts, investment strategies are tailored to the client's mandates. Trailhead does not provide tailored investment advice to investors in the private fund.
Assets Under Management$100M
Clients1
Advisors1
Avg. per Client$100M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees may be negotiable. A performance-based fee of 10% of net returns above a 10% annual rate of return may also be charged to qualified clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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