The Pacific Financial Group Review


Trust Score 85%
Trust Score info_outline
Share

The Pacific Financial Group, federally registered in 1983, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 26 advisors. The Pacific Financial Group manages $3 billion and provides investment advisory services for 17,597 clients (1:677 advisor/client ratio).

The Pacific Financial Group requires a $10,000 minimum investment and charges a blended rate 2.00% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 677 clients (industry average 1:50)
  • Firm may recommend proprietary investments and products that generate larger commissions than other similar non-proprietary products
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

View Full Report


Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $10,000
Minimum Annual Fee $0
Average Account AUM $144,972
Hybrid Advisor No
Disciplinary History No
Total AUM $3 billion
Advisor / Client Ratio 1:677
Headquarters Bellevue, WA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $500,000 2.00%
$500,001 to $3,000,000 1.50%
$3,000,001 to $5,000,000 1.00%
$5,000,001 to $10,000,000 0.80%
$10,000,001+ Negotiable


Questions & Answers



Get answers about The Pacific Financial Group


Ask a question question_answer


Feedback