Paladin Capital provides financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and business entities. Paladin Capital offers asset management, co-advisor services with Gradient Investments, ERISA plan services, and financial planning and consulting. Paladin Capital does not act as a custodian of client assets.
Assets Under Management$4M
Clients17
Advisors4
Avg. per Client$240K
Avg. per Advisor$1M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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