Pandi offers investment consulting, investment advisory services, outsourced CFO consulting, and financial planning reports. They provide both discretionary and non-discretionary investment advice, tailoring services to individual client needs. Pandi may use sub-advisers for certain strategies and offers access to alternative investments. Pandi does not require a minimum dollar amount to open and maintain an advisory account.
Fee Structure
Pandi charges fees for investment management services, which include advisory services, trade entry, investment supervision, and account maintenance. These fees are either hourly or fixed, as agreed upon in the client agreement. The specific fee may vary based on the size of the account, complexity of the portfolio, and extent of activity. Pandi may recommend an independent sub-adviser to manage all or a portion of a Client’s portfolio. In those circumstances, the Sub-Advisor manages the assets based upon the parameters provided by Pandi. The Sub-Advisor for the portfolio may have higher or lower fees than other programs available through Pandi or available elsewhere.