Pandora Wealth offers financial planning and investment management services. Financial planning includes retirement, tax, and estate planning. Investment management involves constructing portfolios using bonds, stocks, ETFs, and mutual funds. Pandora Wealth tailors its services to each client's individual needs and allows clients to place reasonable restrictions on their accounts.
Assets Under Management$240M
Clients132
Advisors3
Avg. per Client$1.8M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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