PACIFIC WEALTH MANAGEMENT
San Diego, California
5.0
16 Reviews
Pacific Wealth Management, based out of San Diego, CA, is a local investment advisory firm with a strong reputation in the industry. With five dedicated employees, all of whom specialize in investment advisory services, the firm boasts an impressive track record. On average, each investment advisor oversees approximately $212,670,000 in assets under management, a figure significantly higher than the industry average. Pacific Wealth Management's compensation structure is diverse, encompassing various types such as a percentage of assets under management and performance-based fees. The firm proudly serves over 130 individual clien...
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Assets Under Mgmt

$260.25M

Investment Professionals

5

Locations

0

% 401K & Individual

25%

% Discretionary

97%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Commissions
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other: CONSULTING
Other Business Activities
Insurance broker or agent
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