Pacific Financial Group's Commitment to Lower Fees
In a significant effort to enhance investor affordability, Pacific Financial Group, Inc. (TPFG) has announced a new initiative aimed at reducing costs for those managing self-directed brokerage accounts (SDBAs). This initiative includes the elimination of the 12b-1 fees and a strategic shift with its PFG Single Ticker Model (STM) Funds, transitioning from R-Shares to I-Shares.
Enhancing Investment Value
Effective from the end of March 2025, TPFG has made a notable move by slashing its 0.10% 12b-1 fee to 0.00%. This continuous commitment allows investors to conserve more of their returns—a crucial factor for anyone saving for retirement. Working alongside some of the industry's most respected names including Capital Group, J.P. Morgan, and Fidelity, TPFG is determined to provide elite management services to clients nationwide.
Empowering Financial Advisors
Chris Mills, CEO of TPFG, expressed the firm’s ethos with the statement, "Lowering fees and eliminating 12b-1 charges reflect our fiduciary duty to put clients first." This sentiment emphasizes how the company's transition to I-Shares aims to deliver higher quality investment models while empowering financial advisors to assist their clients in securing better financial futures.
Strategy PLUS Solution
The changes slated to strengthen TPFG's Strategy PLUS solution, which features over 30 expertly managed model portfolios. These portfolios cater to various risk tolerances and investment styles, providing essential support for financial advisors aiming to assist their clients through group retirement plan savings.
Innovative Technology and Support
TPFG bolsters its commitment to innovation through tools like RiskPro®, which offers precise monitoring of portfolios. Additionally, their Guided Paperwork Solution (GPS) enhances the onboarding process for clients by facilitating paperless interactions, making it easier for advisors to provide their services efficiently.
Accessing In-Plan Advice
Moreover, participants in group plans have the opportunity to engage with TPFG-affiliated advisors who can provide valuable in-plan advice tailored to their unique brokerage window accounts. Any financial advisor seeking to leverage TPFG’s resources can readily connect with the Regional Consultant at (800) 735-7199.
About Pacific Financial Group
Founded in 1984, The Pacific Financial Group, Inc. has built a reputation as a leader in turnkey asset management platforms, focusing on innovative wealth solutions. TPFG empowers advisors and their clients by integrating technology with personalized service and fiduciary-driven strategies, consistently earning accolades for Financial and Investment Innovation.
Frequently Asked Questions
What led to the fee reductions by Pacific Financial Group?
TPFG aimed to enhance investor returns by lowering costs associated with 401(k) plan management, demonstrating their commitment to client-first services.
How does the change to I-Shares benefit investors?
The switch from R-Shares to I-Shares typically offers lower expenses and improved performance potential, which can contribute positively to investor outcomes.
What is the Strategy PLUS solution?
Strategy PLUS is TPFG's offering of over 30 professionally managed model portfolios that cater to a wide range of risk tolerances and investment styles, designed for financial advisors assisting clients.
What tools does TPFG provide to financial advisors?
TPFG provides tools such as RiskPro® for precise portfolio monitoring and the Guided Paperwork Solution (GPS) to streamline onboarding and client servicing.
How can financial advisors learn more about TPFG's offerings?
Financial advisors can contact TPFG's Regional Consultant directly or visit their website to gather more information on strategies that could benefit their clients.
