Pankonin Financial Group provides investment management and financial planning services. Investment management is offered through discretionary asset management services, including a program sponsored by Orion Portfolio Solutions. Financial planning services include one-time plans and ongoing consulting. Pankonin Financial Group also provides services to qualified retirement plans. Investment strategies are tailored to each client's goals and objectives.
Assets Under Management$93M
Clients829
Advisors2
Avg. per Client$110K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria. For accounts managed through Orion Portfolio Solutions, additional fees apply. For accounts held at American Funds Service Company (AFS), the fee is 1.50% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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