Palante Wealth Advisors is a registered investment advisor based in Pennington, New Jersey, that provides personalized investment management and comprehensive financial planning. Palante Wealth Advisors builds tailored investment portfolios primarily using passive strategies like mutual funds and exchange-traded funds, focusing on low costs and broad diversification. In addition to managing investments, Palante Wealth Advisors offers integrated financial planning covering retirement, business consulting, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance analysis, and tax planning strategies. The firm is led by Victor J. Medina and operates as an independent firm, utilizing third-party back-office services and recommending Charles Schwab as a custodian for client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.70% |
| $10M+ | 0.67% |
Fees are negotiable based on client complexity, account composition, and related factors. Related client accounts may be grouped to determine fees.