Panoramic Capital Partners offers investment advice and portfolio management to individuals and other clients. They create tailored investment strategies based on client needs, risk tolerance, and financial goals. Services include asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting. They may use third-party investment advisors to help manage client portfolios.
Fee Structure
Panoramic Capital Partners offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 1.50% of your portfolio. The exact fee will be outlined in your advisory agreement. Fees are billed monthly in advance, based on the value of your account on the last day of the previous month. Fees are negotiable and are typically deducted directly from your account. Adjustments are made for deposits and withdrawals during the month.