Palisade Investments provides investment advice, retirement plan consulting, and financial planning services. For retirement plans, they help select investment options and develop investment policies. For individuals, they offer financial planning to help set long-term goals and asset management services with ongoing portfolio supervision. Palisade Investments typically uses mutual funds and ETFs to build diversified portfolios, adjusting strategies for special situations.
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.