Panoramic Financial Planning (PFP) offers financial planning and investment management services. PFP provides comprehensive financial planning for a fixed fee, covering areas like cash flow, college savings, estate planning, insurance, investments, and retirement. PFP also manages investment portfolios based on individual client needs. PFP may recommend third-party money managers. PFP is a fee-only firm, meaning it only receives compensation from clients and does not accept commissions.
Assets Under Management$22M
Clients13
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$22M
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 | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $5.0M | 0.45% |
| $5M+ | 0.35% |
Fees are negotiable. When an Outside Manager is used to manage some or all of a client’s investments, the Outside Manager’s fee is included in the advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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