Daniel Hannoush
Advisor at Pandowealth. LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Pandowealth. LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
We help Chick-fil-A Operators + Support Center Staff grow wealth to empower purposeful living + giving. Our services include Financial Planning, Investment Management, Tax Prep, and 401(k)/Pensions.
Grow your money. Save on taxes. Make work optional. Be generous.
Giving you confidence around the following questions: Am I taking the right amount of risk? Do I have the right mix of assets? How much wealth do I need to make work optional? Am I using my income wisely?
Helping you be proactive about your future. We will help you define your goals, then manage your resources to meet those goals in order to live well and give generously.
We use scientific methods and decades of expert information to help you manage your money. We use concrete, evidence-based research—not a crystal ball or intuition—to give you the best possible outcomes.
Our 550+ clients’ portfolios are in internationally diversified, low cost funds. We use index funds, ETFs, mutual funds, and private equity to gain the highest returns possible while managing risk. We don’t try to outsmart or out-time the market. Rather, we focus on long-term, disciplined strategies to meet your goals.
It’s not just how much money you make, but also how much you keep that matters. Our emphasis on tax efficiency will help improve your after-tax return. We’ll help you select the right types of accounts, place the right investment in the right account across your household, rebalance, and tax-loss harvest when appropriate. Through charitable planning, we’ll make the most of your giving goals while minimizing your tax burden.
We will be proactive about communicating with you, managing your investment portfolio, and prompting you to be disciplined in savings to reach your goals.
AUM: 1%
Flat: 5000
Financial Planning $5k minimum fee, offset by AUM. Tax prep billed separately. 401(k)'s billed AUM.
Pandowealth. LLC
2016 - Present (10 years)
BluePeak Wealth Management Inc.
2015 - 2016 (1 year)
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