Pacific Wealth Advisory provides ongoing asset management and retirement plan services to individuals and businesses. Pacific Wealth Advisory builds diversified investment portfolios primarily using institutional mutual funds, focusing on long-term asset allocation rather than short-term trading. Services include discretionary and non-discretionary portfolio management, retirement plan consulting, and one-time financial planning and consulting. The firm tailors portfolios to match broad risk tolerances such as conservative income or aggressive growth.
Assets Under Management$21M
Clients61
Advisors3
Avg. per Client$350K
Avg. per Advisor$7.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Income portfolios have an annual management fee no greater than 0.8%. Fees may be negotiable based on historical relationships, account composition, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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