Palisade Wealth Management offers customized investment management services to individuals. They focus on investments in stocks and bonds. Palisade creates portfolios tailored to each client's financial situation, risk tolerance, and needs. They use asset allocation strategies and quantitative models to manage investments. Palisade does not participate in wrap fee programs.
Assets Under Management$110M
Clients137
Advisors3
Avg. per Client$820K
Avg. per Advisor$37M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.80% |
| $100K - $250K | 1.60% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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