Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.50% |
| $10.0M - $20.0M | 0.38% |
| $20M+ | 0.25% |
Fees are not being imposed/collected during liquidation.
Fee Estimator
PML charges a management fee and a performance fee to Pacific Asset Partners. The management fee is calculated as follows: 0.5% on assets under $10,000,000; 0.375% on assets greater than $10,000,000 and less than or equal to $20,000,000; and 0.25% on assets greater than $20,000,000. PML is allocated 20% of the profits once certain requirements are met. Currently, fees are not being imposed/collected during liquidation.
Areas of Practice
Advisor Information
Office location
1505 Bridgeway, Suite 206, Sausalito, CA, 94965
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is the general partner of Pacific Management, Ltd. (PML), a registered investment advisor, and serves on the board of directors of PASSUR Aerospace, attending quarterly board meetings. The staff is shared between PML and Stafford Capital Management.