Panoramic Financial is a registered investment advisor based in Fresno, California, offering personalized investment management, comprehensive financial planning, and hourly consulting. The firm builds customized portfolios using low-cost mutual funds and exchange-traded funds, employing both active and passive asset management strategies based on Modern Portfolio Theory and fundamental analysis. Panoramic Financial assists clients with retirement planning, tax strategies, cash flow management, risk management, estate planning, and education funding. The firm operates with a commitment to acting in your best interest and works with individuals, high-net-worth clients, and medical professionals.
Assets Under Management$93M
Clients143
Advisors2
Avg. per Client$650K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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