Paladin Retirement Advisors provides investment management and financial planning services. Investment management is offered on a discretionary or non-discretionary basis. Financial planning services include a review of an investor's current and future financial state, covering topics like financial goals, net worth, retirement strategy, and estate plans. Paladin also provides services to qualified retirement plans, acting as either a limited scope advisor or an investment manager.
Assets Under Management$12M
Clients34
Advisors1
Avg. per Client$340K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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