Panoramic Financial
Assets Under Management
$91.7M
Number of Clients
141
Number of Advisors
2
Average Client AUM
$651K
AUM per Advisor
$45.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Panoramic Financial Advice Inc. offers financial planning and investment management services. Financial planning covers cash flow, college funding, retirement, risk management, estate, and tax planning. Investment management involves tailored portfolios and continuous advice based on client needs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
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
Location
CA, United States