Pacific Canyon Investments specializes in creating personalized investment strategies for individuals and families. They offer financial planning and asset management, providing tailored plans to meet individual goals. They also offer financial consulting services. Pacific Canyon Investments uses fundamental analysis and a value-based investment strategy, incorporating innovative firms and covered call strategies. They also offer educational seminars and workshops.
Assets Under Management$13M
Clients70
Advisors2
Avg. per Client$180K
Avg. per Advisor$6.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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