Palladio Consulting LLC provides investment advisory services focused on the complex needs of special needs families. Services include portfolio management, financial planning, government benefits planning, tax and estate design, retirement planning, settlement planning, and ABLE account strategies. Palladio Consulting also offers investment management through a third-party platform.
Assets Under Management$90M
Clients98
Advisors1
Avg. per Client$920K
Avg. per Advisor$90M
www.linkedin.com/in/connor-kavanaugh-ctfa-chsnc... ·www.linkedin.com/in/christopher-perez-815ab790 ·palladioplanning.com
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees may be negotiable depending on the client's needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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