Palante Wealth Advisors manages investment portfolios based on clients' individual needs and goals. They offer financial planning services covering areas like retirement, risk management, college savings, and estate planning. Palante primarily uses passive investment management strategies, building portfolios with mutual funds and exchange-traded funds to achieve desired risk and return relationships.
Assets Under Management$120M
Clients102
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.70% |
| $10M+ | 0.67% |
Discounts may be offered to family members and friends of associated persons. Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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