Plan to Invest Capital Management, INC.
Assets Under Management
$15.3M
Number of Clients
87
Number of Advisors
1
Average Client AUM
$176K
AUM per Advisor
$15.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
This brochure supplement provides information about John C. Panter, who is an Owner, Managing Member, and Investment Adviser Representative at Plan to Invest Capital Management, Inc. He is also an independent insurance agent. The document outlines his educational background, business experience, other business activities, and supervision.
Fee Structure
Mr. Panter is also an independent insurance agent and may recommend these services to clients, which creates a conflict of interest. All sales as an independent insurance agent pay commissions that are separate from the fees outlined in the firm's brochure. Clients always have the option to purchase investment products through other brokers or agents that are not affiliated with the Firm.
Location
100 Fillmore Street, Suite 500, Denver, CO, 80206