Pacific Spirit Investments, founded in 2022, offers investment management services to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. Pacific Spirit Investments manages client investments using a quantitative stock picking and portfolio construction methodology. The firm gathers client information to create an Investment Policy Statement, which guides asset allocation and investment strategy.
Assets Under Management$9.9M
Clients7
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.70% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $25.0M | 0.60% |
| $25.0M - $100.0M | 0.50% |
| $100.0M - $200.0M | 0.40% |
| $200M+ | 0.40% |
Fees are negotiable for accounts over $200,000,000. For the Macro strategy, a flat fee of 0.50% is charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...