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 exchange traded funds and no-load mutual funds.

We manage regular brokerage accounts, IRAs, 401(k)s, Profit-Sharing Plans, Pensions, Annuities, Trusts, etc.

Our minimum is $50,000 for fee-based account management. 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.

*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.