Advisor at Pacific Capital Works, Inc.
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Firm
Pacific Capital Works, Inc.
Location
Portland, OR
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
16 years
Todd Brundage is the owner, president, and sole advisor at Pacific Capital Works, Inc., an independent registered investment adviser based in Portland, Oregon. He holds the CFP® and ChFC® designations and has 16 years of industry experience, having led Pacific Capital Works since 2009. Pacific Capital Works manages discretionary and non-discretionary portfolios for individual and institutional clients, including executives, entrepreneurs, and charitable organizations. The firm employs an evidence-based, primarily passive investment approach with global diversification and offers comprehensive wealth planning, retirement plan advisory, and educational workshops.
Based on Pacific Capital Works, Inc.
Based on Pacific Capital Works, Inc.
$0 - $400,000: Included in minimum quarterly fee $400,000 - $500,000: 1.25% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $3,000,000: 0.50% $3,000,000 - $5,000,000: 0.40% $5,000,000+: 0.35%
Discovery Meeting Fee: $200 (Investment Management), $500 (Elite Wealth Management and Virtual Family Office) - one-time fee.
Account minimum: $400,000 for Investment Management package (minimum quarterly fee $1,250) Minimum fee: Minimum quarterly fees of $1,250 (Investment Management), $2,700 (Elite Wealth Management), and $7,700 (Virtual Family Office) depending on service package Fee-only: Fee-only structure; no commissions, rebates, or other compensation from product sales.
Portland, OR
Oregon · Texas
Pacific Capital Works, Inc.
2009 - Present (17 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
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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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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