Panos Financial Partners, LLC offers ongoing portfolio management services based on each client's individual goals, objectives, time horizon, and risk tolerance. Panos Financial Partners creates an Investment Policy Statement for each client, which outlines the client’s current situation and then constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. Panos Financial Partners requests authority to make trades without asking first.
Assets Under Management$35M
Clients71
Advisors1
Avg. per Client$490K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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