James Panos
James Panos is a registered investment advisor at Panos Financial Partners, LLC, based in Boston, MA, with 19 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 71 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable depending on client needs and complexity. There is also a fixed annual fee of $50 on accounts.
Fee Estimator
Location
121 Portland Street, Unit 1004, Boston, MA, 02114
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2010Customer Dispute
May 2009Other Business ActivitiesSells Insurance
James is the owner of Panos Financial Partners, an RIA providing investment and retirement planning services. He also aids in the implementation of 401(k) plans through Paychex, spending a few hours per week on this. James also sells life insurance and is involved in sales for Lyoness America, dedicating a few hours per week to the latter.
Employment History
Current Registrations
Panos Financial Partners, LLC
Previous Registrations
Westminster Financial Advisory CORP
Moors & Cabot, INC
Moors & Cabot INC
State Registrations1 state
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.