PACIFIC INVESTMENT COUNSEL, INC. Overview
PACIFIC INVESTMENT COUNSEL, INC. is a highly reputable financial advisory firm founded in 1990. With offices located across the country, the firm is committed to providing personalized investment advice to individuals, businesses, and institutions. The firm’s team of experienced advisors combines their expertise with cutting-edge technology to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Personalized investment advice
- Expertise and cutting-edge technology
Facts and Insights
PACIFIC INVESTMENT COUNSEL, INC. currently manages over $10 billion in assets and has a team of over 100 advisors. The firm has a proven track record of success in helping clients grow and protect their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion | 100+ | 30 years |
Financial Services Offered
PACIFIC INVESTMENT COUNSEL, INC. offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance solutions
Client Types
The firm caters to a variety of clients, including individuals, families, small businesses, and institutions. They work closely with each client to develop a customized financial plan that aligns with their unique goals and objectives.
Fees & Compensation
PACIFIC INVESTMENT COUNSEL, INC. believes in transparency when it comes to fees and compensation. The firm charges a percentage of assets under management as their advisory fee. The exact fee percentage may vary depending on the services provided and the complexity of the client’s financial situation. Clients are also provided with a detailed breakdown of all fees and expenses associated with their investments on a regular basis.
Background
PACIFIC INVESTMENT COUNSEL, INC. was founded on the principles of trust, integrity, and personalized service. The firm’s team of advisors has an average of 20 years of experience in the financial industry and is committed to staying up-to-date on the latest market trends and investment strategies. They focus on building long-term relationships with their clients and providing them with the guidance and support they need to achieve financial success.
Financial Advisor Disclosures to Know
PACIFIC INVESTMENT COUNSEL, INC. is a Registered Investment Advisor (RIA) and is regulated by the Securities and Exchange Commission (SEC). As an RIA, the firm has a fiduciary duty to act in the best interest of their clients at all times. The firm also has no disclosures or disciplinary actions listed on their record.