Paller Financial Services offers investment advisory services, managing portfolios based on clients' objectives. They use a tactical allocation strategy, potentially using various securities and mutual funds. Paller tailors services to individual needs, considering client restrictions. They do not manage wrap fee programs. As of December 31, 2025, Paller managed approximately $147,900,000 in client assets.
Assets Under Management$150M
Clients161
Advisors4
Avg. per Client$920K
Avg. per Advisor$37M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Cash or money market holdings do not incur a fee. Paller reserves the right to adjust fees to be competitive.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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