Palen Financial provides portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client to guide investment selection. Palen Financial also offers financial planning services covering areas like retirement, insurance, and college planning. They primarily advise on mutual funds, equities, bonds, ETFs, REITs, and insurance products.
Assets Under Management$36M
Clients165
Advisors1
Avg. per Client$220K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.55% |
| $200K - $400K | 1.40% |
| $400K+ | 1.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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