Paladin Wealth Partners is an independent registered investment advisor based in Clive, Iowa. Paladin Wealth Partners offers customized wealth management, discretionary and non-discretionary investment management, and standalone financial planning and consulting services. Paladin Wealth Partners primarily uses exchange-traded funds and mutual funds to build diversified portfolios tailored to each client's specific goals, risk tolerance, and time horizon. In addition to investment management, Paladin Wealth Partners provides retirement planning, tax strategies, estate planning, and retirement plan consulting for business sponsors. The firm is owned by Bradley Clark, Adam Bormann, and other team members, and operates with a commitment to acting in clients' best interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
The maximum annual investment management fee is 1.35%. Fees are negotiable depending on the size and scope of the relationship.