Panorama Wealth Advisors helps clients build, manage, and protect their wealth. They offer investment management on a discretionary basis, allocating assets among various investments based on client goals, risk tolerance, and time horizon. Panorama also provides consulting services on specific financial topics and comprehensive financial planning, partnering with other advisors to address clients' holistic financial picture. They may utilize third-party money managers for client accounts.
Fee Structure
Panorama Wealth Advisors charges a quarterly fee for investment management services, billed in advance and based on the value of your account. The maximum annual advisory fee is 1.5%. The initial billing is prorated. Fees may vary based on account size and complexity and may be negotiable. Related client accounts may be combined for fee calculation purposes, potentially resulting in lower fees. Panorama may utilize a third-party money manager, in which case total fees will not exceed 2.5%.