tag of your website:
Service | Sub Service | Average Price Range (USD) |
---|---|---|
Investment Management | Portfolio Management |
$500 - $1000
Call to Book
|
Retirement Planning |
$200 - $500
Call to Book
|
|
Wealth Advisory |
$300 - $700
Call to Book
|
|
Client Consultation | Initial Consultation |
$100 - $200
Call to Book
|
Follow-Up Consultation |
$75 - $150
Call to Book
|
|
Financial Review Meeting |
$150 - $300
Call to Book
|
|
Account Management | Account Setup |
$50 - $100
Call to Book
|
Account Closure Assistance |
$75 - $150
Call to Book
|
|
Account Review |
$100 - $250
Call to Book
|
Pacifica Partners is a discretionary management company that is separate from other financial organizations and gives independent investment advice. We help high-net-worth families, professionals, and business owners manage their wealth. Our team consists of investment professionals offering wealth management and financial planning services. This means you entrust us to look after it. It implies far more than just a compilation of stocks and bonds. Each dollar has a story: Years of hard effort, sacrifices, and thoughtful budgeting. It's a base from which to expand. A successful retirement, a significant contribution, a dream house, or a family business success story. Our wealth management philosophy is based on having an independent, fee-for-service approach that aligns your goals directly with our own. Pacifica Partners works with you indefinitely to protect your wealth in a “one client, one advisor” model. Our company does not have a team of financial advisors to collaborate. Our independent firm is focused on achieving steady growth while minimizing downside risks in a volatile, global financial environment. We only act as portfolio managers and financial advisors. We do not agree to commissions or kickbacks and do not perform tax, legal, or risk services in-house. They collaborate with independent consultants when auditing our reports or performing work to guarantee the highest level of quality in insurance, accounting, and legal services.
 
Reviews Live Stream Widget
Live stream your reviews on website.
This page was created with input from our community. Contact us to update the information.
Get in touch!