Palo Seco Wealth Management offers investment management and financial planning services to individuals, high net worth individuals, and corporate clients. The firm focuses on biblically responsible investing, using screening tools to align investments with clients' values. Palo Seco Wealth Management donates 50% of its investment management fees to Christian causes. Services are tailored to each client's needs and goals.
Assets Under Management$13M
Clients44
Advisors2
Avg. per Client$300K
Avg. per Advisor$6.6M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Certain legacy clients and family members may pay different fees. The fee may be negotiable in certain cases. If a third-party investment manager is used, additional fees ranging from 1% to 1.5% may apply, but total fees will not exceed 3% of your portfolio's value.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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