Lisa Caselli is a registered investment advisor at Panoramic Capital Partners LLC, based in Lake Oswego, OR. Lisa 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Panoramic Capital Partners LLC
State Registrations1 state
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