Panoramic Financial offers financial planning services covering cash flow, college funding, retirement, risk management, estate, and tax planning. They also manage investment portfolios using institutional investment managers. The firm provides educational workshops on personal finance and investing. Panoramic Financial works with clients' attorneys and accountants to coordinate financial strategies.
Assets Under Management$92M
Clients141
Advisors2
Avg. per Client$650K
Avg. per Advisor$46M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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