Palisade Financial offers ongoing investment management services. They create a plan for each client based on their income, tax situation, and risk tolerance. Palisade Financial typically invests in mutual funds, stocks, bonds, ETFs, real estate, hedge funds, and insurance products. Clients can place restrictions on the types of investments Palisade Financial makes, but Palisade Financial can end the relationship if the restrictions prevent them from properly servicing the account.
Assets Under Management$64M
Clients122
Advisors1
Avg. per Client$520K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...