Pandowealth. Fees & Minimum

Overview

Total Firm Assets: $500 million
Average High-Net-Worth Client Portfolio Size: $2.3 million

Fee Disclosure

Source: PANDOWEALTH FORM ADV PART 2 (2026-04-21) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.25%
$500,001	$2,000,000	1.00%
$2,000,001	$5,000,000	0.75%
$5,000,001	$10,000,000	0.60%
$10,000,001	and above	0.50%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,250	1.12%
$5 million	$43,750	0.88%
$10 million	$73,750	0.74%
$50 million	$273,750	0.55%
$100 million	$523,750	0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 21.80%
Number of High-Net-Worth Clients: 47
Total Client Accounts: 2,060
Discretionary Accounts: 1,679
Non-Discretionary Accounts: 381

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars

Regulatory Filings

SEC CRD Number: 281456

PANDOWEALTH FORM ADV PART 2 (2026-04-21) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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