Paladino Wealth, operating as Aviator Financial Consulting, offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. This includes investment strategy, asset allocation, and regular portfolio monitoring. Paladino Wealth requires authority to make trades without asking clients first. The firm generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs.
Assets Under Management$170M
Clients166
Advisors1
Avg. per Client$1M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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