Pacific Portfolio Consulting, LLC
Assets Under Management
$4.8B
Number of Clients
521
Number of Advisors
12
Average Client AUM
$9.2M
AUM per Advisor
$399.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pacific Portfolio Consulting, LLC provides financial planning, investment advisory, and reporting services to individuals, trusts, foundations, charitable organizations, corporations, and retirement plans. Services include wealth management, investment planning, discretionary and non-discretionary investment management, and consulting services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.30% |
| $50M+ | 0.25% |
Clients who choose a completely passive implementation of their portfolio will receive a discount of 25% of the fees outlined above.
Fee Estimator
Our fees are based on a percentage of your assets under management. Wealth Management Services have a minimum annual fee of $17,000. Clients with portfolios invested solely in cash and buy-and-hold fixed income securities are billed according to a different schedule with a minimum fee of $20,000 per year. Model Portfolio clients pay 1.00% on assets between $500,000 and $2,000,000. Institutional accounts have a base fee of $10,000. Fees are negotiable and not all clients pay the same fee. Hourly fees may apply for additional services, not to exceed $300 per hour.
Areas of Practice
Location
450 Alaskan Way S, Suite 500, Seattle, WA, 98104