Andrew Carter
Andrew Carter is a registered investment advisor at Panoramic Capital Partners LLC, based in Lake Oswego, OR, with 34 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 159 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Panoramic Capital Partners offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 1.50% of your portfolio. The exact fee will be outlined in your advisory agreement. Fees are billed monthly in advance, based on the value of your account on the last day of the previous month. Fees are negotiable and are typically deducted directly from your account. Adjustments are made for deposits and withdrawals during the month.
Location
4949 Meadows Road, Suite 360, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 1997Other Business Activities
Andrew serves as power of attorney and manages multiple LLCs (William & Barbara Carter Properties LLC, 900 W. 8th Street LLC, 9 Todd Lane LLC, and 26 Newtown LLC) involved in property management. He also manages a trust, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Panoramic Capital Partners LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.