Investment Management

Professionally managed portfolios

Our highly-experienced team of professionals will direct and supervise the investment management of your assets.  We believe that financial planning is also an essential part of investment management.  It’s difficult at best to invest assets without knowing a client’s financial goals. 

Separation of advisory, custody and investment management functions

This separation improves transparency and accountability, limits the potential conflicts of interest and provides for multiple independent reviews and oversight of account.  

Am I qualified to be a Pacific Excel client?

Our clients typically have investable assets of $250,000 or more.  We also work with clients who do not yet meet this threshold but are on a path that will get them there in the future.

What does it cost to work with Pacific Excel?

Investment management fees are calculated as an annual percentage of the assets we manage on your behalf.  Fees are set at an annualized rate based on assets under management:

Up to $499,999 - 1.10%
Between $500,000 and $1,999,999 - 1.05%
Between $2,000,000 and $4,999,999 - 0.85%
Above $5,000,000 - 0.75%
 

A client’s effective management fee is the blended rate based on each tier.  All clients are billed quarterly, at the end of each quarter. 

Investment Management Service Platform: (Click on image below to view PDF)

Core Investment Management | $250,000

Wealth Management | $500,000

Private Client | $2,000,000