Palisades Hudson Asset Management provides investment advisory services to individuals, trusts, and entities through three main levels: performance reporting, active management, and trust management. Palisades Hudson focuses on a disciplined, long-term approach centered on asset allocation, utilizing open-end mutual funds and exchange-traded funds to build diversified portfolios tailored to each client's risk tolerance and financial goals. The firm avoids short-term trading and market timing. In addition to individual wealth management, Palisades Hudson offers consulting on asset allocation and portfolio strategies, and manages private equity funds for qualified purchasers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $35.0M | 0.50% |
| $35.0M - $65.0M | 0.30% |
| $65M+ | 0.25% |
Rates shown are for active management. Performance reporting and trust management have separate fee schedules. Fees are negotiable for portfolios larger than $50 million.