Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
2 years
Location
Remote
Pacifica Partners Capital Management Inc.
Team
Total advisors
7Clients per advisor
37 LowAvg AUM per client
$493,220 LowHNW client ratio
37% TypicalGregory Nakano is a Series 65-licensed financial advisor with Pacifica Partners Capital Management Inc., where he has worked since 2022. He has 15 years of industry experience, including roles at Aviso Financial Inc. and G&F Financial Group from 2009 to 2022. Pacifica Partners Capital Management Inc. provides investment advisory and portfolio management services to individuals, corporations, and sub-advisory clients, including high-net-worth individuals. The firm utilizes a multi-method investment process combining value, momentum, and growth strategies with tactical asset allocation and offers Responsible Investing portfolios incorporating ESG considerations.
Based on Pacifica Partners Capital Management Inc.
Based on Pacifica Partners Capital Management Inc.
$0 - $1,000,000 USD: 1.25% $1,000,000 USD - $2,000,000 USD: 1.00% $2,000,000 USD - $5,000,000 USD: 0.85% $5,000,000 USD+: 0.60% $0 - $1,000,000 CAD: 1.25% $1,000,000 CAD - $2,000,000 CAD: 1.00% $2,000,000 CAD - $5,000,000 CAD: 0.85% $5,000,000 CAD+: 0.60% $0 - $500,000 CAD: 1.50% $500,000 CAD - $1,000,000 CAD: 1.25% $1,000,000 CAD - $2,000,000 CAD: 1.00% $2,000,000 CAD - $5,000,000 CAD: 0.85% $5,000,000 CAD+: 0.60%
Portfolio supervisory services fees generally range between 0.05% and 0.10% of assets supervised; alternatively, fixed fees may range between $500 and $2000 per quarter
Account minimum: $150,000 USD
Washington
2 years of industry experience
Pacifica Partners Capital Management Inc.
2022 - Present • 4 years
Surrey
Aviso Financial Inc.
2009 - 2022 • 13 years
Vancouver
G&F Financial Group
2009 - 2022 • 13 years
Burnaby
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They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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