Paladin Capital is a registered investment advisor that offers personalized financial planning and investment management services. Paladin Capital helps clients build custom investment strategies through direct management or by partnering with third-party money managers like Orion Portfolio Solutions and Gradient Investments. The firm provides guidance on various topics including retirement planning, tax strategies, estate planning, and insurance analysis. Paladin Capital works with individuals, businesses, trusts, and retirement plans, tailoring strategies to match each client's specific financial goals and risk tolerance. The firm also assists employers with retirement plan consulting.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50% of assets under management. Fees are negotiable based on relationship history, asset composition, and portfolio size. Additional third-party manager or platform fees may apply depending on the chosen strategy.