Paladin Wealth Partners provides customized wealth management and investment advice. They offer investment management (discretionary and non-discretionary) and financial planning/consulting services. Paladin gathers information about your financial situation and objectives to provide recommendations designed to help you achieve your financial goals. They primarily advise on mutual funds and exchange traded funds.
Assets Under Management$280M
Clients102
Advisors3
Avg. per Client$2.7M
Avg. per Advisor$93M
Fee Structure
Planning is included in investment management (also available separately)
Paladin Wealth Partners charges a percentage of the assets they manage. The maximum annual investment management fee is 1.35% for both discretionary and non-discretionary services. The fee is typically paid quarterly, in advance.
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