Pacific Financial Strategies, INC
Assets Under Management
$181.7M
Number of Clients
486
Number of Advisors
3
Average Client AUM
$374K
AUM per Advisor
$60.6M
Compensation
Fee-Only (AUM)
About This Firm
Pacific Financial Strategies provides investment advisory services including asset management, financial planning and consultations, and 401(k)/pension consulting. They create tailored portfolios and review them quarterly. Financial planning covers various areas, with written summaries provided for planning engagements.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee Estimator
Asset management fees are a maximum of 1% annually, billed quarterly in advance. Financial planning is charged hourly ($200/hour for advisors, $100/hour for para-planners, $75/hour for administrative time) or as a flat fee ($1,000 to $10,000). A retainer of 50% is required for financial planning, not exceeding $1,200 if services aren't rendered within 6 months.
Areas of Practice
Location
223 E. Thousand Oaks Blvd., Suite 403, Thousand Oaks, CA, 91360