Palus Advisory manages investment portfolios for businesses primarily through a bundled wrap fee program accessible via an online platform. Palus Advisory focuses its investment strategy on short-duration floating-rate agency mortgage-backed securities, which are debt instruments backed by government-sponsored enterprises like Fannie Mae and Freddie Mac. As a secondary strategy, the firm can invest in high-grade corporate bonds if agreed upon with the client. Palus Advisory does not provide overall financial planning, tax, or legal advice, and it does not vote client proxies.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and Palus Advisory reserves the right to waive fees or offer incentives for certain clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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