Pacific Investment Research
Assets Under Management
$111.3M
Number of Clients
90
Number of Advisors
1
Average Client AUM
$1.2M
AUM per Advisor
$111.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pacific Investment Research (PIR) offers personal financial planning and portfolio management services. Financial planning is comprehensive and holistic, integrating cash flow, tax planning, risk management, estate planning, and portfolio management. PIR manages client accounts on a discretionary basis, investing primarily in exchange-listed stocks, bonds, mutual funds, and ETFs. They may recommend real estate investments through private placements.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 6.40% |
| $500K+ | 1.25% |
Portfolios with assets below $500,000 are charged a flat fee of $1,600 per quarter. The minimum portfolio size is $250,000. A minimum fixed fee applies to portfolios below $250,000.
Fee Estimator
For financial planning, initial fees range from $1,200 to $1,800 for comprehensive planning (depending on net worth and complexity) and $400 to $600 for investment planning only. Hourly billing is $250/hour. After the initial plan, ongoing portfolio management fees are a flat $1,600 per quarter for portfolios below $500,000, or 1.25% annually (0.3125% per quarter) for portfolios above $500,000. The minimum portfolio size is $250,000.
Areas of Practice
Location
942 E. Chapman Ave., Orange, CA, 92866