The Panopoulos Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
1613 West Colonial Parkway
Inverness IL 60067
Advisors at this office
1
Most active in
Illinois
Also doing business as
The Panopoulos Group · The Panopoulos Group Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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