PALISADE WEALTH MANAGEMENT
SEC RegisteredInvest with Confidence
About the firm
Palisade is an SEC-registered investment advisor. As independent, fee-only fiduciaries, they are obligated to act in their client's best interest at all times, offering wealth management with a focus on peace of mind about finances and the future.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and investment advisory services, built on four investment principles: equity-centric allocation, long-term focus, comprehensive diversification, and tax and fee efficiency.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 96 | $27M |
| High Net Worth Individuals | 45 | $106M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $50,000 | 2.00% |
| $50,001 to $100,000 | 1.80% |
| $100,001 to $250,000 | 1.60% |
| $250,001 to $500,000 | 1.40% |
| $500,001 to $1,000,000 | 1.20% |
| $1,000,001 to $2,000,000 | 0.90% |
| $2,000,001 to $3,000,000 | 0.80% |
| Over $3,000,000 | 0.70% |
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PALISADE WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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