William Paladino is a registered investment advisor at Paladino Wealth, based in Montgomery, TX, with 16 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 160 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
700 Mccaleb Road, Suite L, Montgomery, TX, 77316
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William works as a pilot for United Airlines since 1996. This non-investment related activity takes about half of his time.
Employment History
Current Registrations
Paladino Wealth
Previous Registrations
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Purshe Kaplan Sterling InvestmentsBroker
Pks Advisory Services, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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