Overview
- Headquarters
- Vienna, VA
- Total Firm Assets
- $188 million
- Average High-Net-Worth Client Portfolio Size
- $0.4 million
Fee Disclosure
Source: PACTOLUS PRIVATE WEALTH MANAGEMENT 2A AND WRAP FEE PROGRAM COMBINED BROCHURE (2026-08-05)
· View brochure text
Latest filing: PACTOLUS PRIVATE WEALTH MANAGEMENT 2A AND WRAP FEE PROGRAM COMBINED BROCHURE (2026-09-04)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $10,000,000 | 1.00% |
| $10,000,001 | $25,000,000 | 0.80% |
| $25,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 61.65%
- Number of High-Net-Worth Clients
- 302
- Total Client Accounts
- 447
- Discretionary Accounts
- 302
- Non-Discretionary Accounts
- 145
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 155195
- PACTOLUS PRIVATE WEALTH MANAGEMENT 2A AND WRAP FEE PROGRAM COMBINED BROCHURE (2026-09-04) · View brochure text
- PACTOLUS PRIVATE WEALTH MANAGEMENT 2A AND WRAP FEE PROGRAM COMBINED BROCHURE (2026-08-05) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗