We charge an annual flat fee for advice. This can be charged monthly or annually and cost as low as $99/mo or up to $10,000+ per year depending on complexity. In addition we charge a blanket fee for our asset management services ranging from 0.65%-1.25% depending on the number of assets under our management.
Minimum Fee Charged for Managed Accounts
Minimum Fee Charged for Hourly Planning Accounts
University of Wisconsin - Madison
Paladin has been an independent source of free information about financial advisors since 2003. Paladin also provides free tools that help consumers select the best financial advisors. Paladin’s most popular service matches investors to financial advisors who meet their specific requirements.
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12150 Monument Drive, Suite 700
Fairfax, VA, 22033