Palatine Hill Wealth Management offers investment management and financial planning services to individuals, high net worth individuals, foundations, employee sponsored retirement plans, charitable organizations, trusts, and corporations. They manage accounts on a discretionary and non-discretionary basis, allocating assets among equities, ETFs, mutual funds, and alternative investments. Financial planning services cover estate, tax, charitable, cash flow, wealth transfer, and family legacy objectives. They also offer retirement plan consulting services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum investment advisory fee is 1.00%, but a lower advisory fee may be negotiated. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by Palatine Hill and the client. Employees and their family related accounts are charged a reduced fee.