Pantile Investments offers investment advice and manages client investment portfolios based on their individual financial situations, investment objectives, and risk tolerance. Pantile Investments uses systematic investment strategies tailored to each client's needs. The firm primarily invests in exchange-traded funds, exchange-listed securities, over-the-counter securities, and U.S. government securities.
Assets Under Management$3.5M
Clients13
Advisors1
Avg. per Client$270K
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Pantile Investments manages investments for a fee based on a percentage of the value of your account. The annual fee ranges from 0% to 2% of the assets managed. The fee is calculated at the end of each month. There is a $10,000 minimum to open an account, but this can be negotiated.
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