Pacific Asset Management

Fee-Only (% of Portfolio)

Pacific Asset Management (PAM) is an asset management business based in London. PAM manages investments primarily for institutions, wealth managers, family offices, and financial advisors. PAM acts as an investment advisor to several funds and offers model portfolio services to clients through Adviser Representatives. PAM does not currently tailor its advisory services to the individual needs of clients.

Assets Under Management$13B
Clients105
AdvisorsN/A
Avg. per Client$120M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Pacific Asset Management (PAM) charges up to 0.85% of the net asset value for private funds, but fees may be negotiable. PAM also charges 0.75% of the average daily net assets for the GEME fund, paid monthly. For certain model portfolios, PAM charges up to a maximum of 0.35% of the assets invested, paid monthly.

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No advisors found for this firm.