Jessica Lusakueno is a registered investment advisor at Pandowealth. LLC, based in Chattahoochee Hills, GA, with 12 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 770 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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. Cash management accounts are billed separately at 0.25% per year. A quarterly minimum fee of $1,250 applies.
Fee Estimator
Location
Chattahoochee Hills, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pandowealth. LLC
Previous Registrations
The Hoerner Planning Group, LLC
State Registrations1 state
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