Pacific Portfolio Consulting, LLC

CRD#139505
Investment Advisor Firm

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Learn more about Pacific Portfolio Consulting, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Pacific Portfolio Consulting, LLC is located at 450 Alaskan Way S, Seattle, WA. The firm employs 12 financial advisors to manage client portfolios and provide financial guidance. Pacific Portfolio Consulting, LLC is not a registered broker-dealer.

    The firm oversees $4.8 billion in assets under management across 521 accounts, with 487 discretionary accounts and 34 non-discretionary accounts. Over the past year, the firm has provided financial planning services to between 51 and 100 clients. Services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The firm serves retail investors, high net worth investors, pension plans, charitable organizations, and corporations, with retail investors representing the largest client type by accounts. Pacific Portfolio Consulting, LLC maintains affiliations with a banking or thrift institution and a trust company. The fee structure includes asset-based, hourly, and fixed fees. The firm has 190 high net worth clients.

    Pacific Portfolio Consulting, LLC is registered in the states of Alaska, Arizona, California, Oregon, Washington, and Texas.

    Assets Under Management

    $4.8 billion

    Number of Advisors

    12

    Disclosures

    No

    Office Location

    450 Alaskan Way S
    Seattle, WA 98104

    Pacific Portfolio Consulting, LLC by the Numbers

    Total Assets Under Management

    $4.8 billion

    National Average: $8.6 billion
    Total Number of Employees

    22

    National Average: 64
    Total Number of Accounts

    521

    National Average: 375,227
    Average Account Size

    $9.2 million

    National Average: $23.0 thousand
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    Products and Services

    Services that Pacific Portfolio Consulting, LLC provides can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. In the prior fiscal year, Pacific Portfolio Consulting, LLC provided 51-100 of its clients with financial planning servcies. The firm is not involved in selling products or offering services aside from investment advisory services to its investment advisory accounts. The company is also affiliated with one or more other service providers in the financial services industry, including with a banking or thrift institution and trust company.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial advisory services largely are based on which services the firm provides the client. Fees billed by Pacific Portfolio Consulting, LLC can include some combination of the following fee structures: asset-based, hourly, and fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm. The company has the ability to withdraw its charges directly from client funds.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm works with a number of different investors. The company caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations. Out of its 521 clients, Pacific Portfolio Consulting, LLC's largest client group by number of accounts is retail investors, though it also serves 190 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 36.47%
    • Other Individuals - 51.82%
    • Corporations - 9.98%
    • Charitable Organizations - 1.73%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Pacific Portfolio Consulting, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Pacific Portfolio Consulting, LLC

    Ketulkumar Trivedi
    Seattle, WA
    George Jarvis
    Seattle, WA
    Matthew Litzler
    Bellevue, WA
    Benjamin Hines
    Seattle, WA
    Frank Greekas
    Seattle, WA
    Harve Menkens
    Seattle, WA
    Jean Debruler
    Seattle, WA
    Lawerence Hood
    Seattle, WA
    James Ayres
    Seattle, WA

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