The Pacific Financial Group, INC.
Assets Under Management
$4.1B
Number of Clients
15,437
Number of Advisors
14
Average Client AUM
$266K
AUM per Advisor
$293.7M
Compensation
Fee-Only (AUM)
About This Firm
Pacific Financial Group (TPFG) offers the Enhanced Portfolio Investment Centre/MMS (EPIC) program through affiliated investment adviser representatives (IARs). They offer various investment solutions including Strategy PLUS, EPIC Plus, Separately Managed Accounts (SMA), Core Retirement Overlay (CORE), Variable Annuity Optimization (VAO), Single Ticker Models (STM), CHOICE, and Pacific Premier Partners Program (P4). TPFG provides services and technology to the Client’s Adviser.
Fee Structure
Clients pay various fees based on the selected investment solution. Strategy Plus does not charge platform fees, as fees are paid from the PFG Funds. PFG Funds pay advisory fees (up to 1.25% of NAV), 12b-1 fees (0.00%), and administrative services fees (0.70% of NAV). These fees do not include the Acquired Fund Fees and Expenses (AFFE Fees) of the Underlying Funds.
Areas of Practice
Location
11811 NE First St, Suite 201, Bellevue, WA, 98005