Palisades Hudson offers investment advisory services, including performance reporting, active management, and trust management. They focus on asset allocation and long-term, disciplined investing, creating diversified portfolios using mutual funds and exchange-traded funds. They also offer investment advisory services to retirement plans and manage private equity funds. Palisades Hudson consults on asset allocation and portfolio strategies.
Assets Under Management$1.7B
Clients154
Advisors8
Avg. per Client$11M
Avg. per Advisor$210M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.35% |
| $20.0M - $35.0M | 0.35% |
| $35.0M - $65.0M | 0.25% |
| $65M+ | 0.25% |
These fees are for Trust Management. Fees are negotiable on portfolios larger than $50 million. Performance Reporting fees range from 0.10% to 0.35%. Active Management fees range from 0.25% to 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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