Michael Lentz is a PFS-designated registered investment advisor at Palisade Investments, LLC, based in Reno, NV, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 537 clients with $510M in assets under management.
Compensation
Firm Size
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Average Client Portfolio
Assets Under Management
Fee Structure
Palisade Investments manages investment accounts for a fee that is negotiable and can range from 0.10% to 2.0% per year. The fee can be based on a percentage of the assets in the account, a fixed fee, or a combination of both. The specific fee arrangement is detailed in a written agreement. Fees are billed quarterly, either in advance or in arrears. Accounts initiated during a quarter will have their fee prorated. The fees do not include brokerage commissions or other transaction costs.
Location
375 Vassar St., Reno, NV, 89502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a CPA and stockholder of Michael L. Lentz, CPA APC, an investment-related firm. He dedicates about full-time hours to this activity, and the firm may provide financial planning to clients who may invest in the advisory firm.
Employment History
Current Registrations
Palisade Investments, LLC
Strategic Investment Advisors, INC.
State Registrations4 states
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