Assets Under Management
$91.7M
Number of Clients
141
Number of Advisors
2
Average Client AUM
$651K
AUM per Advisor
$45.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Panoramic Financial Advice Inc. offers financial planning services covering cash flow, college funding, retirement, risk management, estate, and tax planning. They also provide investment management services, managing tailored portfolios through institutional investment managers. Educational workshops are available upon request.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable.
CA, United States