Our goal is to provide the best portfolio design, asset allocation, investment research, and comprehensive planning we can to our clients. There are some firms that are less expensive and others that are more expensive. We understand how high fees can impact your returns, which is why our free schedule is what we consider fair based on the value we provide.
Pacifica Wealth often does not charge extra for annual financial plan updates.
Approximate Fees* for Investment Management & Comprehensive Financial Planning
|
Assets we manage for you Not including value of real estate, bank balances, etc. | Percent |
|---|---|
| First $5 million | 1% |
| $5 million to $10 million | 0.85% |
| Over $10 million | 0.60% |
*Each client is unique and each circumstance is different, so please contact us for a personalized quote based on your needs.
Choose a fiduciary
Robert Pagliarini, Ph.D., CFP®, is a fiduciary, which means he is legally and ethically bound to act in the best interests of his clients.
