Paladin Wealth Management (PWML) provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. PWML also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. PWML generally limits its investment advice to mutual funds, fixed-income securities, real estate funds, insurance products, equities, ETFs, treasury inflation-protected bonds, commodities, and non-U.S. securities.
Assets Under Management$300K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$300K
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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