The Pacific Center For Financial Services

The Pacific Center for Financial Services (PCFS) is a registered investment adviser established in 1997 and owned by the Schliesser Family Trust. The firm specializes in financial planning, consulting, and investment management services. PCFS manages assets totaling $758,515,730, with $704,034,988 under discretionary management and $109,850,845 under non-discretionary management as of June 30, 2023. The firm offers financial planning services, including asset management, tax management, estate planning, and risk management. Investment management services through the Managed Account Program involve investing in mutual funds, stocks, ETFs, and bonds. PCFS charges fixed or hourly fees for financial planning and consulting services, ranging from $250 to $2,000 or $200 per hour. Investment management fees are based on a tiered schedule, starting at 1.25% for portfolios up to $249,999. Clients have the option to leave standing instructions, impose restrictions, and discuss their accounts with an Investment Adviser Representative. PCFS acts as a fiduciary when providing retirement plan rollover recommendations. The firm does not charge performance-based fees and offers services to individuals, high net worth families, and retirement accounts. The minimum account value for the Managed Account Program is $50,000, with exceptions made based on certain criteria. PCFS utilizes fundamental, technical, and cyclical analysis for investment strategies, focusing on asset allocation. The firm discloses its brokerage practices, including the recommendation of broker-dealers, trade aggregation, and the receipt of economic benefits from custodians. Clients receive regular account statements and performance reports, and PCFS does not accept proxy voting authority. The firm does not have any disciplinary information or financial conditions that may impair its ability to meet commitments.