Palisade Asset Management offers investment advice and manages portfolios for individuals, high-net-worth individuals, non-profit organizations, corporations, and retirement plans. Palisade works with clients to create investment strategies based on their individual needs and goals. Palisade manages accounts on a discretionary or non-discretionary basis. They also offer financial planning services, selection of other advisors, and publication of periodicals and newsletters.
Assets Under Management$1.3B
Clients103
Advisors7
Avg. per Client$12M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable based on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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