Privacy Policy 1 — Pandora Wealth

FEES

PANDORA WEALTH has a flat fee structure, once you reach a particular threshold, every dollar is billed at that level. This fee rate includes all transaction costs for trades that we recommend and implement for clients.

ACCOUNT VALUE RANGE VS. FEE PERCENTAGE

1.00%
0.85 %
0.70 %
0.50 %
0.40 %

PANDORA WEALTH

PANDORA WEALTH, Inc an SEC-registered investment adviser. Contents provided for information purposes only and does not amount to investment, legal or tax advice; an offer to buy or sell securities; or an endorsement of any third party or such third party’s views. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view. All examples are hypothetical and for illustrative purposes only. All investments involve a degree of risk including a loss of the entire principal amount invested. A qualified professional should be consulted prior to implementing any investment decision. You can view our latest Form ADV Part 1 and Part 2A on the SEC’s Investment Adviser Public Disclosure website. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

FEES

PANDORA WEALTH has a flat fee structure, once you reach a particular threshold, every dollar is billed at that level. This fee rate includes all transaction costs for trades that we recommend and implement for clients.

ACCOUNT VALUE RANGE VS. FEE PERCENTAGE

Up to $2,000,000

$2,000,000 - $5,000,000

$5,000,000 - $10,000,000

$10,000,000 - $15,000,000

$15,000,000 - $20,000,000

PANDORA WEALTH