Panoramic Financial Management provides financial planning services covering areas like cash flow, education funding, retirement planning, risk management, and estate planning. Investment management services are offered through institutional investment managers. The firm conducts an initial interview to discuss your situation and goals. If you engage Panoramic Financial Management, you'll sign an agreement, and they'll analyze your financial needs and goals.
Assets Under Management$19M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$19M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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