Pacific Street Advisors provides investment management services to high net worth individuals, trusts, and estates. Pacific Street works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. Pacific Street constructs portfolios using exchange-traded funds, mutual funds, individual stocks, individual bonds, options, and closed-end funds. Pacific Street's investment approach is primarily long-term focused.
Assets Under Management$3.2M
Clients5
Advisors1
Avg. per Client$650K
Avg. per Advisor$3.2M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment advisory fees range from 0.50% to 1.00% annually, depending on several factors. The Advisor has a minimum annual fee of $2,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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