The Panopoulos Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
The Panopoulos Group is a registered investment adviser founded in 2017 that provides continuous, tailored portfolio management and comprehensive financial planning to high‑net‑worth individuals. The firm prepares written or electronic financial plans and implements investment programs designed around each client’s stated objectives, time horizon, risk tolerance and liquidity needs.
Investment decisions draw on a mix of fundamental, technical, cyclical and charting analyses, and the firm employs both active manager selection and passive, index‑based vehicles when appropriate. Account supervision is guided by a client-specific investment policy statement and tax considerations, with portfolio construction that can include individual securities, mutual funds and ETFs.
Compared with many peers, the firm supplements its percentage-of-AUM advisory model by offering financial planning on an hourly basis rather than solely on a fixed or asset-based basis. The brochure also notes operational distinctions: the firm does not provide written investment-management reports to clients, does not vote client proxies by default, and requires use of its recommended custodian for account execution.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
General estate planning guidance
Cash flow / budgeting
Retirement withdrawal strategies
Fee options
$0 - $99,999: 2.00% $100,000 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000 - $749,999: 1.00% $750,000 - $999,999: 0.95% $1,000,000 - $1,499,999: 0.90% $1,500,000 - $1,999,999: 0.85% $2,000,000 - $2,999,999: 0.75% $3,000,000 - $4,499,999: 0.65% $4,500,000 - $7,499,999: 0.60% $7,500,000 - $9,999,999: 0.55% $10,000,000+: 0.50%
$200.00 per hour, negotiable depending on complexity
Main office location
The Panopoulos Group
1613 West Colonial Parkway
Inverness IL 60067, United States
Number of offices
1
Most active in
The Panopoulos Group has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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