Pangaro Wealth Management offers personalized wealth management services, combining investment portfolio management with financial planning. Pangaro Wealth Management works closely with clients to understand their financial goals, risk tolerance, and background, creating customized investment portfolios primarily using stocks, bonds, mutual funds, and exchange-traded funds. In addition to investment oversight, Pangaro Wealth Management provides financial planning covering areas such as net worth, cash flow, retirement, insurance, college savings, and estate planning at no extra cost to wealth management clients. Pangaro Wealth Management also offers retirement plan consulting services to employer plan sponsors. The firm operates on a fee-only basis, meaning compensation comes solely from client fees rather than commissions or product sales, ensuring advice is aligned with client interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.