Pacific Global Investment Management Company fees and pricing
Financial planner in Glendale, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 5, 2026, Pacific Global Investment Management Company charges $250 an hour and an annual fee of $1,000-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Financial Coaching is provided in hourly sessions for $250 per hour, with a minimum of one (1) hour of coaching.”
- Annual fee
- $1,000-$2,500/yr
“The ongoing financial planning fee may range from $1,000 to $2,500 per year depending on the scope and complexity of the Plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pacific Global Investment Management Company bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In most cases, fees are payable quarterly, in advance.”
- “In no event, however, will fees be paid more than six months in advance.”
- “The initial fee is based on the account’s market value at the inception of Pacific Global’s management and is prorated for the number of days in the period that the account is under Pacific Global’s management.”
How Pacific Global Investment Management Company’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Glendale that publish an hourly rate charge less.
- Its annual fee of $1,000-$2,500 is below the California median of $6,250. 13% of the 224 other California planners that publish an annual fee charge less.
About Pacific Global Investment Management Company
“Pacific Global Investment Management Company (“Pacific Global” or “we” or the “firm”), a privately held California corporation established in 1991, provides investment management services to individuals, institutions, retirement plans and others as Separately Managed Accounts (SMAs).”
- Firm size: 6 employees.
- Founded: 1991 (35 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Minimum
- $500 minimum fee (stated in brochure)
- Clients
- 124
- Employees
- 6
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $87,496,356
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 106962
- Phone
- (800) 404-6693
Can advise clients in 3 states: California, Florida, Hawaii
Other planners in Glendale that publish fees
- BFF Wealth Management, Inc.Glendale$2,250
- Chaney Financial Services, Inc.Glendale$200/hr, $1,000-$5,000
- Equanimity WealthGlendale$250/hr, $399
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.