Pacific Park Financial, INC.
Assets Under Management
$209.5M
Number of Clients
214
Number of Advisors
1
Average Client AUM
$979K
AUM per Advisor
$209.5M
Compensation
Fee-Only (AUM)
About This Firm
Pacific Park Financial, Inc. offers portfolio management services to individuals, families, businesses, pensions, trusts, estates, and charitable organizations. They advise on a variety of investments, including stocks, ETFs, bonds, CDs, municipal securities, mutual funds, and annuities. The firm manages approximately $209,526,294 in assets.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable under some circumstances.
Fee Estimator
The firm charges an annual asset management fee, billed quarterly. The fee is 1.00% for assets less than $500,000 and 0.75% for assets greater than $500,000. These fees do not include transaction fees or fund expenses. Fees may be negotiable based on various factors. Retirement accounts managed under a contract addendum are charged 0.75% of the account value, billed separately. Professional services outside the scope of asset management are billed at $200 per hour.
Areas of Practice
Location
25283 Cabot Rd Ste 201, Laguna Hills, CA, 92653-5510