Paul Cheransky is a CFP-designated registered investment advisor at Panorama Financial LLC, based in Essex, CT, with 10 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 28 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.45% |
| $5M+ | 0.35% |
Fees are generally negotiable.
Fee Estimator
Location
147 Westbrook Road, Essex, CT, 06426
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Panorama Financial LLC
Jeffrey N. Mehler, CFP LLC
Previous Registrations
Sax Wealth Advisors, LLC
Silvercrest Asset Management Group LLC
State Registrations3 states
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