Panorama Financial LLC offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and construct a plan to aid in the selection of a suitable portfolio. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. Panorama Financial primarily recommends equities but may use other securities to diversify portfolios.
Assets Under Management$18M
Clients28
Advisors1
Avg. per Client$660K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.45% |
| $5M+ | 0.35% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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