Guerra Pan Advisors provides investment advice and financial planning to individuals, high net worth individuals, trusts, and estates. Guerra Pan creates customized investment strategies based on client goals, risk tolerance, and financial situations. They construct portfolios using exchange-traded funds, mutual funds, and individual stocks. Guerra Pan also offers financial planning services covering investment planning, retirement planning, personal savings, education savings, and insurance needs.
Assets Under Management$210M
Clients85
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$210M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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