Panteles Advisors provides investment management on a discretionary basis, along with financial planning and consulting services. They work with individuals, high-net-worth individuals, families, trusts, estates, businesses, and charities. Panteles Advisors learns about each client’s financial situation and goals to determine an appropriate asset mix. They monitor and rebalance portfolios as needed. Investment recommendations may include mutual funds, ETFs, stocks, bonds, and alternative investments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment management fees are negotiated and will not exceed 1.00% of the assets under management. For qualified-investor clients, the advisor may instead agree to (i) a negotiated flat fee in lieu of a market-value-based fee, and/or (ii) a performance-based fee or similar incentive structure calculated on returns exceeding a mutually negotiated preferred return.