Panther Asset Management provides investment advice to clients regarding portfolio allocation, risk tolerance, and financial product selection. The firm advises on equity securities, certificates of deposit, mutual fund shares, options, real estate partnerships, and futures contracts. All transactions are performed after consultation with each client and in accordance with their risk tolerance.
Assets Under Management$4.3M
Clients9
AdvisorsN/A
Avg. per Client$470K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 2.00% |
| $50M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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