Andrew Mcfadden is a CFP-designated registered investment advisor at Panoramic Financial, based in Fresno, CA, with 12 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 141 clients with $92M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
The annual fees are negotiable.
Fee Estimator
Location
Fresno, CA
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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
Panoramic Financial
Previous Registrations
Regency Investment Advisors INC
State Registrations3 states
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.