Pacific Wealth Partners provides investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and other businesses. Services include comprehensive portfolio management with financial planning and consulting. Pacific Wealth Partners also utilizes sub-advisory services from third-party investment advisory firms to implement investment portfolios. The firm aims to understand client financial situations, goals, and risk tolerance to create suitable investment approaches.
Assets Under Management$19M
Clients8
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$19M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.25% |
| $400K - $1.0M | 0.70% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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