Pacific Point Advisors offers financial planning, investment management for separately managed accounts, sub-advisory services, strategy signal services, and private fund advisory services. They work with affluent families, entrepreneurs, executives, and institutions. Pacific Point also offers Wealth Management Services, which includes tax and accounting services through Pacific Point Tax, LLP.
Fee Structure
Pacific Point Advisors charges a quarterly fee based on a percentage of your managed account. The annual rate is between 0.50% and 1.50%, paid quarterly. The specific rate depends on the size and complexity of your account. Clients may also pay a Platform Fee to A10cess Wealth Management if they utilize their platform. Clients may be referred to Independent Managers, whose fees may be billed separately.