Dedicated to providing a safe harbor for your investments
Dedicated to providing a safe harbor for your investments

Fees

We are a fee-only advisor.  Our only income is from the management fees paid to us by our clients, and those are determined by the amount of assets each client has under management. When your portfolio goes up in value, we make more money. If it goes down, we suffer as well.

Unlike brokers, we take no commissions on trades or any investment we recommend. This puts our interests directly in line with those of our clients.  Since we base our fees on your assets, our only incentive is to grow your portfolio.

Our fee is fully disclosed to you every quarter. Our background lies in the Trust side of the business. We have never been brokers and have never taken a commission, hidden fee or other incentive for recommending an investment.

We will be happy to discuss our arrangement with you.

Contact us at: Jim@PacificInvestmentAdvisory.com



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