Blue
Pacific Wealth Management, Inc.
offers Portfolio Management
services on a commission-free**,
fee-based asset management platform with no loads or
surrender charges.
Investment vehicles in
our managed accounts include stocks,
corporate and tax-free bonds, exchange
traded funds, commodity funds, currency
funds exchange traded notes,
inverse funds and no-load mutual funds.
We manage regular
brokerage accounts, IRAs, 401(k)s,
Profit-Sharing Plans, Pensions,
Annuities, Trusts, etc.
Our Accredited Investor
accounts start at $250,000,
unless
waived by us. To find out more about our
asset management services and our
historical performance, please call us
to schedule a free consultation.
For fees, please see
Advisory Fees.
Our custodian for our
managed accounts is discount broker,
Scottrade, Inc.
www.scottrade.com.
Through Scottrade Advisor, a platform
set up for asset managers, we are able
to manage all our client’s accounts
individually from one portal while our
clients have 24/7 online access and two
local offices in Austin with the back
end support and tools of a full-service
custodian.
Additional Financial
Planning products and services, please
visit:
*Accredited Investor-must
have a net worth of at least one million US
dollars or have made at least $200,000 each
year for the last two years ($300,000 with
his or her spouse if married) and have the
expectation to make the same amount this
year.
**Third-party custodian Scottrade charges $7 per
market trade and $14 for limit trades.
We do not get compensated for these
transaction costs. These costs are on
top of the advisory fee we charge. There
is also a $20 wire transfer fee if you
wire funds.
This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Insurance and securities are limited to the residents of Texas .
Bryan J. Bourgeois is a Registered Investment Advisor Representative and a Registered Representative in Texas,
offering securities and advisory services through Workman Securities Corporation 6500 City West Parkway Suite 350 Eden Prairie, MN 55344 800-225-6465. Securities Broker/Dealer. Member FINRA/SIPC www.FINRA.orgwww.SIPC.org
Blue Pacific Wealth Management is not a subsidiary of or controlled by Workman Securities Corporation.
Fixed insurance products may be offered through insurance agencies not affiliated with Workman Securities Corporation.
