Elena Panco is a CFP-designated registered investment advisor at Bakeravenue, based in Clearwater, FL, with 1 years of industry experience. Elena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 931 clients with $3.8B 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 $1.0M | 0.95% |
| $1.0M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.70% |
Fees are negotiable and vary among clients. Family Office Clients and other Clients with established relationships may be subject to a different fee schedule or rate.
Fee Estimator
Location
Clearwater, FL
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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
Bakeravenue
State Registrations1 state
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