We are a fee-only financial advisor – 100% fee-only.

Unlike many financial advisors, Panorama Wealth Advisors are fiduciaries for our clients, and we put that in writing with our Fiduciary Promise.

We provide our investment advisory services on a fee-only basis, calculated as a percentage of your assets under our management (our “AumFee”). Our AumFee is negotiable and ranges from 0.50% to 1.50% of client assets, depending on the dollar amount of client assets under our management. For clients who place more than $10,000,000 under our management, the AumFee will be separately negotiated.

  • We are a Fiduciary that always puts you first.
  • We have no commission-based products.
  • We tailor portfolios to your goals and needs.
  • We provide proactive service that keeps you on track.
  • We have no hidden fees.
  • We have dedicated Wealth Advisors who actually get to know you.

Because we put you first, we do not accept sales commissions, kickbacks, or rebates from any investment companies. We’re not about product or transactions. The result? There are none of the conflicts of interest that are inherent in commissioned broker transactions.