Paul Swanson is a CFP, PFS-designated registered investment advisor at Panoramic Financial Management, based in Burnsville, MN, with 12 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.50% to 1.00% depending on the program selected, investment strategies involved, portfolio holdings, asset size of the account, and the services provided to the client.
Fee Estimator
Location
Burnsville, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Paul is the owner and accountant of a tax and accounting practice, taking about 10-20% of his time. He also serves as Director of Finance & Administration for a software company (about half his time) and as a Tax Manager for a CPA firm (about 10% of his time).
Employment History
Current Registrations
Panoramic Financial Management
Previous Registrations
Carlson Capital Management, LLC
Carlson Capital Management
State Registrations1 state
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