Pandowealth provides comprehensive financial planning, investment management, and tax preparation services. They also offer educational workshops and retirement plan consulting. Pandowealth assigns a personal financial advisor to each client to develop a comprehensive financial plan addressing both business and personal planning. They operate under a fiduciary standard, acting in the client's best interest.
Assets Under Management$400M
Clients719
Advisors13
Avg. per Client$550K
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are assessed quarterly in arrears based on the average daily balance. The fee is a blended tier. Cash Management accounts managed by Pandowealth will be billed a separate annual fee of 0.25% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...