PAC Capital provides investment management services to separately managed accounts, tailoring its advice to client needs. They may also offer investment consulting services to institutional clients, including guidance on asset allocation and investment strategy. PAC Capital may also provide sub-advisor investment services to institutional accounts. Additionally, PAC Capital offers advisory oversight for 401(k) and 529 College Savings Plan participants.
Assets Under Management$48M
Clients35
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees may differ based on account size, strategy, complexity and the overall services provided, among other factors. Under certain circumstances fees may be negotiable. Generally, the Firm may impose a minimum annual fee of $5,000 for investment advisory services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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