Assets Under Management
$4.2B
Number of Clients
1,958
Number of Advisors
13
Average Client AUM
$2.2M
AUM per Advisor
$325.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Palisade offers discretionary investment supervisory services. Strategies include small cap core equity, SMID cap core equity, focused equity, convertible securities, and short duration bonds. Also provides financial planning through its private wealth management program.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20.0M - $30.0M | 0.90% |
| $30.0M - $40.0M | 0.75% |
| $40M+ | 0.60% |
1 Bridge Plaza North, Suite 1095, Fort Lee, NJ, 07024-7102