Paladin Wealth, operating as Paladin Financial, provides financial planning and investment management services. They offer asset management, co-advisor services through Gradient Investments, and assistance with client-directed accounts. Paladin Wealth also provides services to retirement plans. Financial planning services cover wills, estate plans, investments, taxes, and insurance. Clients can impose restrictions on investments.
Fee Structure
Paladin Wealth offers investment management services with fees based on a percentage of the assets they manage.
For direct asset management, the maximum annual fee is 1.50%.
For the Co-Advisor program with Gradient Investments, the annual fee is 1.50% for Strategic, Tactical, Allocation, and Defined Outcome Portfolios, and 1.00% for Preservation Portfolios. Paladin Wealth receives a portion of these fees.
These fees may be negotiable.