AM
CFP

Andrew Wayne Mcfadden

12 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
141 clients
Average Client Portfolio
$651K average
Assets Under Management
$91.7M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.25%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$3,600 - $20,000
Hourly Rate:Up to $400/hr

Hourly fees are $400 per hour, billed in 15-minute increments, with a one-hour minimum. Comprehensive financial planning has an annual fee ranging from $3,600 to $20,000, paid monthly or quarterly in advance. Investment management fees are based on AUM (see table). Pension consulting fees are 0.5% per account, paid quarterly in arrears, in addition to Guideline's or Human Interest's fees. Fees may be discounted at the firm's discretion.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

Fresno, CA

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Panoramic Financial
August 2014 - Present · 11 yrs 5 mos
Previous Registrations
Regency Investment Advisors INC
February 2013 - May 2014 · 1 yr 3 mos
State Registrations3 states
CANETX
Advisor
Exams
No exam information available for this advisor.