Panoptic Global Wealth Management (PGWM) offers customized investment advice and financial planning to individuals, high net worth individuals, trusts, and estates. PGWM creates portfolios using mutual funds, exchange-traded funds (ETFs), and individual securities based on client goals and risk tolerance. PGWM also provides financial planning services covering areas like retirement, education, and savings.
Assets Under Management$900K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$900K
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.50% |
| $3M+ | 1.00% |
Fees may be negotiable at the discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...