AM
CFP
AM
CFP

Andrew Wayne Mcfadden

12 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInvestment ManagementHigh Net WorthMedical Professionals
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
141 clients
Average Client Portfolio
$651K average
Assets Under Management
$91.7M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.25%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Fresno, CA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Panoramic Financial
August 2014 - Present · 11 yrs 6 mos
Previous Registrations
Regency Investment Advisors INC
February 2013 - May 2014 · 1 yr 3 mos
State Registrations3 states
CANETX
Advisor
Exams
No exam information available for this advisor.