Advisor at Pacifica Partners Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pacifica Partners Capital Management
Location
Remote
Credentials
Series 65
Industry experience
10 years
$0 - $1,000,000 USD: 1.25% $1,000,001 USD - $2,000,000 USD: 1.00% $2,000,001 USD - $5,000,000 USD: 0.85% $5,000,001 USD+: 0.60% $0 - $1,000,000 CAD: 1.25% $1,000,001 CAD - $2,000,000 CAD: 1.00% $2,000,001 CAD - $5,000,000 CAD: 0.85% $5,000,001 CAD+: 0.60% $0 - $500,000 CAD: 1.50% $500,001 CAD - $1,000,000 CAD: 1.25% $1,000,001 CAD - $2,000,000 CAD: 1.00% $2,000,001 CAD - $5,000,000 CAD: 0.85% $5,000,001 CAD+: 0.60%
Portfolio supervisory services may be charged a fixed fee ranging from $500 to $2000 per quarter
Account minimum: Approximately $200,000 CAD or approximately $150,000 USD
Pacifica Partners Inc.
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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