Pacific Capital
Assets Under Management
$654.3M
Number of Clients
154
Number of Advisors
5
Average Client AUM
$4.2M
AUM per Advisor
$130.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pacific Capital offers financial planning through its Financial Life Inspection® and ongoing investment supervisory services. They customize and manage portfolios, providing transparent processes. They also offer ERISA plan services to qualified retirement plans. Assets held away are managed through a third-party platform.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 1.25% |
| $25.0M - $50.0M | 1.13% |
| $50.0M - $100.0M | 1.00% |
| $100M+ | 1.00% |
Fees are customized/negotiable for amounts above $100,000,000.
Fee Estimator
The Financial Life Inspection® is offered for a flat fee of $9,600, which includes 3 months of strategy, consulting, financial planning, and help with implementation. For investment supervisory services and assets held away, the annual cost is based on account size: 1.25% for $0 to $24,999,999, 1.125% for $25,000,000 to $49,999,999, 1.00% for $50,000,000 to $99,999,999, and customized/negotiable for amounts above $100,000,000. Advisory costs and account minimums may be negotiable in certain circumstances.
Areas of Practice
Location
1861 California Avenue, Suite 101, Corona, CA, 92881