Pacific Equity Advisors LLC (PEALLC) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. PEALLC creates an Investment Policy Statement for each client. PEALLC generally limits its investment advice to mutual funds, fixed income securities, equities, hedge funds, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities and private placements. PEALLC requires discretionary authority to execute transactions.
Assets Under Management$65K
Clients1
Advisors1
Avg. per Client$65K
Avg. per Advisor$65K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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