Palisades Investment Partners (PIP) offers ongoing asset management services to clients. PIP determines investment strategies based on individual client goals, time horizons, objectives, and risk tolerance. PIP can manage accounts with the authority to make trades without asking for approval on each transaction. PIP may also act as a sub-advisor to other investment advisors.
Assets Under Management$270M
Clients92
AdvisorsN/A
Avg. per Client$2.9M
Avg. per AdvisorN/A
www.palpartners.com ·www.linkedin.com/in/quinn-stills-3517a999 ·www.linkedin.com/company/palisades-investment-p...
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fees may vary from client to client depending on complexity and demand, but will not exceed 0.80% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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