Pacific Point Advisors, LLC
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Overview
Pacific Point Advisors, LLC operates as an advisory firm that has its headquarters in Rancho Santa Fe, California. The firm manages $148.5 million in assets throughout 126 client accounts, placing it in the mid-tier of investment advisory firms in the United States by assets under management (AUM). The firm has a small team, including 5 financial advisors. Pacific Point Advisors, LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments like equities, bonds and options.
Pacific Point Advisors, LLC oversees all of its client assets on a discretionary basis. Discretionary management signifies that buy and sell decisions for the client's account are made by a portfolio manager without needing to seek the customer's authorization. Pacific Point Advisors, LLC's typical account size is $1.2 million. The average financial advisor at Pacific Point Advisors, LLC manages about 25 client accounts, making it about average in terms of personalization.
Pacific Point Advisors, LLC's central office is at 16236 San Dieguito Road, Rancho Santa Fe, California 92091. The firm is legally allowed to serve investors across 2 states, including Arizona and California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pacific Point Advisors, LLC by the Numbers
$148.5 million
8
126
$1.2 million
Products and Services
Pacific Point Advisors, LLC offers a variety of services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and market timing services. In the prior fiscal year, the company provided 11-25 of its accounts with financial planning services. It does not sell products or offer services apart from investment advice to its investment advisory customers. The company also has a number of financial industry affiliations, including with an accountant or accounting firm and real estate broker or dealer.
Core Advisor Services
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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.
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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.
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Offered by 0% of firms
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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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.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors vary depending on which services are offered. However, fee types billed by the firm most likely consist of any blend of the following fee structures: asset-based, hourly, fixed or performance-based. Pacific Point Advisors, LLC does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company caters to retail investors, high net worth investors and pooled investment vehicles. Out of its 126 accounts, Pacific Point Advisors, LLC's biggest client by number of accounts is high net worth investors, though it also serves 20 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 62.5%
- Other Individuals - 28.12%
- Corporations - 9.38%
- Charitable Organizations - 0%
* 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 Point Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Pacific Point Advisors, LLC
Rancho Santa Fe, CA
Phoenix, AZ
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Solana Beach, CA
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