Pacific Wealth Management
Assets Under Management
$317.6M
Number of Clients
210
Number of Advisors
6
Average Client AUM
$1.5M
AUM per Advisor
$52.9M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Pacific Wealth Management offers asset management, financial planning, and consulting services to individuals, corporations, and other business entities. They manage client portfolios based on individual needs, determining asset allocation and investment objectives. They also provide comprehensive financial planning and consulting services on various financial topics.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
For asset management, you'll pay an annual fee based on your portfolio size (see rates in table). These fees are negotiable. A minimum account size of $250,000 is required for non-institutional accounts and $500,000 for institutional accounts. For 529 plan management, the maximum annual fee is 0.50%, also negotiable. Financial planning and consulting fees range from $2,500 to $5,000 on a fixed fee basis or $250 to $400 per hour.
Areas of Practice
Location
11512 El Camino Real Ste 350, San Diego, CA, 92130