The Pacific Group
Assets Under Management
$34.3M
Number of Clients
44
Number of Advisors
3
Avg. Portfolio per Client
$779K
Avg. Managed per Advisor
$11.4M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Pacific Advisory Capital Group provides investment advice and financial planning to individuals, families, and businesses. The firm offers portfolio management services, including both discretionary and non-discretionary options, tailored to clients' individual needs and objectives. They also offer retirement plan consulting for employer-sponsored plans. Financial planning services cover areas like education, retirement, tax, and estate planning. The Pacific Group also sponsors a wrap fee program.
Fee Structure
Pacific Advisory Capital Group charges a fee for managing your investments, calculated as a percentage of the amount in your account. This fee is negotiable and typically billed quarterly. The percentage charged ranges from 0.15% to 2.00% of your account value. The firm may combine account values of family members to determine the applicable advisory fee.
Areas of Practice
Location
TX, United States