Paladin Investment Advisors offers customized investment advisory services to clients based on their individual needs, goals, and risk tolerance. Paladin's services include investment advice, financial planning, and asset management. Paladin uses a wrap fee program that includes investment advisory oversight, administrative and custodial services, trading fees, and third-party investment provider services.
Assets Under Management$49M
Clients266
Advisors3
Avg. per Client$180K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
IARs may negotiate fees with clients based on complexity and service needs. If the minimum account size is waived, a $5 monthly fee will take precedence over the percentage fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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