Pacific Point Wealth Management offers investment advisory services to individuals and other clients. As a fiduciary, Pacific Point acts in the client's best interest. They offer asset management and comprehensive portfolio management, which includes financial planning or consulting services. Portfolios are tailored to the client's needs and are continuously monitored and rebalanced.
Assets Under Management$6.5M
Clients38
Advisors5
Avg. per Client$170K
Avg. per Advisor$1.3M
Fee Structure
Planning is included in investment management
Pacific Point Wealth Management charges a maximum of 2.00% annually for asset management and comprehensive portfolio management services. The specific fee is determined by the scope of services, the amount you invest, and is negotiable. Fees are billed monthly in advance and deducted from client accounts.
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