Pandowealth offers personalized financial planning, investment management, tax preparation, and business CFO services. The firm operates under a legal obligation to act in your best interest at all times. Pandowealth specializes in working with business owners, corporate executives, and high-net-worth families, with a particular focus on the Chick-fil-A community, including operators and support staff. Investment management is handled on a discretionary basis, meaning the firm makes trades on your behalf without asking first, utilizing low-cost exchange-traded funds and third-party model managers. In addition to personal wealth management, Pandowealth provides specialized entity services such as bookkeeping, bill pay, and payroll management for business owners.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are assessed quarterly in arrears based on the average daily balance. Cash management accounts are billed separately at 0.25% per year. A quarterly minimum fee of $1,250 applies.