John Panter
John Panter is a registered investment advisor at Plan to Invest Capital Management, INC., based in Denver, CO, with 27 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 87 clients with $15M 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 | 1.45% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees may be lower than the rate schedule and can be negotiated. For new accounts less than $50,000, the firm charges a flat annual fee between $240 and $500.
Fee Estimator
Location
100 Fillmore Street, Suite 500, Denver, CO, 80206
Get directionsHistory
Regulatory History (1)
Regulatory
January 2002Other Business ActivitiesSells Insurance
John has a 25% ownership in a farm rental and farm production business, receiving compensation from rental and farm product sales. He is also an independent insurance agent, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Plan to Invest Capital Management, INC.
Previous Registrations
Cim Securities, LLCBroker
NFP Securities, INC.
NFP Securities, INC.Broker
Securities Service Network, INC.Broker
Capital Investment Management
Securities America, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.