The Panopoulos Group (TPG) manages investment portfolios based on each client's individual needs and goals. TPG also offers financial planning services, which include evaluating a client's current and future financial state, cash flow and debt management, college savings, estate planning, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. TPG does not have a minimum account size requirement.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $1000K | 0.95% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.5M | 0.65% |
| $4.5M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...