How does PANOS FINANCIAL PARTNERS, LLC help clients – Key Takeaways:
PANOS FINANCIAL PARTNERS, LLC is dedicated to providing expert financial advice and guidance to its clients. Through their personalized approach and wide range of services, they help clients achieve their financial goals and make informed decisions about their money.
Facts and Insights
PANOS FINANCIAL PARTNERS, LLC was founded in 1999 and is based in New York City. They currently have $5.7 billion in assets under management and 55 advisors on their team. With over 20 years of experience in the financial industry, they have a deep understanding of the market and are well-equipped to help clients navigate their financial journey.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5.7 billion | 55 | 20 years |
Financial Services Offered
PANOS FINANCIAL PARTNERS, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include investment management, financial planning, retirement planning, estate planning, tax planning, and more. They also provide personalized solutions based on each client’s unique financial situation and goals.
Client Types
PANOS FINANCIAL PARTNERS, LLC works with a variety of clients, including high-net-worth individuals, families, business owners, and retirees. They also offer specialized services for corporate clients, such as retirement plans and employee benefits.
Fees & Compensation
PANOS FINANCIAL PARTNERS, LLC is a fee-based advisor that charges a percentage of assets under management for their services. This fee structure ensures that their interests are aligned with their clients’ and encourages the advisor to grow their clients’ assets. They also offer their clients the option to pay an hourly or flat fee for financial planning services.
Background
PANOS FINANCIAL PARTNERS, LLC was founded by John Panos, who has over 30 years of experience in the financial industry. He holds a CFP® (Certified Financial Planner) designation and has a deep understanding of investment management and retirement planning. He leads a team of experienced and knowledgeable advisors who share his passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
PANOS FINANCIAL PARTNERS, LLC takes transparency seriously and discloses all relevant information to their clients. This includes any potential conflicts of interest, disciplinary actions, and fees charged for their services. Clients can access this information on their website or by speaking directly with their advisor.