Pacifica Legacy
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Pacifica Legacy primarily serves high‑net‑worth individuals, families, trusts, estates, and charitable organizations with a focus on multi‑generational wealth structuring and stewardship. The firm offers primarily discretionary investment management alongside comprehensive financial planning covering retirement, estate, tax‑reduction, education, insurance, cash‑flow, philanthropic, and succession planning.
The firm’s preferred arrangement is discretionary authority to build long‑term, diversified portfolios tailored to client objectives, risk tolerance, and time horizon, using equities, fixed income, and alternatives where appropriate. Its approach emphasizes tax‑reduction techniques (such as tax‑loss harvesting and giving strategies), alignment with family goals and liquidity needs, and may include access to alternatives and private managers via third‑party managers or separately managed accounts.
Noteworthy distinctions include that the firm is newly formed and currently reports no regulatory assets under management, and it states it may offer both wrap‑fee (bundled) and non‑wrap fee structures. It provides regular performance reports at least quarterly, includes ongoing financial planning for larger households while reserving separate fixed‑fee arrangements for advanced estate‑tax modeling or family governance work, and discloses the potential to compensate non‑employee referrers — features that are less common among peer investment managers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Multi-generational wealth transfer
Charitable giving & philanthropy
Tax-loss harvesting
Occupation focus
Founder/Business Owner
Fee options
Separate fixed fee for specialized or complex financial planning services, mutually agreed upon in writing prior to commencement
$1,000,000 - $1,999,999: 1.25% $2,000,000 - $4,999,999: 1.00% $5,000,000 - $9,999,999: 0.85% $10,000,000 - $19,999,999: 0.70% $20,000,000 - $39,999,999: 0.65% $40,000,000 - $99,999,999: 0.55% $100,000,000 - $299,999,999: 0.45% $300,000,000 - $499,999,999: 0.40%
Account minimum: $1,000,000 (waivable)
Main office location
Pacifica Legacy
Athol ID, United States
Number of offices
2
Most active in
Pacifica Legacy has reported serving >5 clients in these states in the last 12 months.
Idaho
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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