Palatine Hill Wealth Management

RIASEC Registered

Total AUM

$296M

Discretionary

$294M

99% of AUM

Avg account

$208K

Accounts

1,426

Employees

Advisory reps

Firm details

Headquarters: Birmingham, Michigan
CRD number: 305619
Registered since: September 26, 2019
Website: www.palatinehillwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI55.14%
Individuals41.94%
Corporations / Businesses2.76%
Charitable Organizations0.15%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Palatine Hill Wealth Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that selects third-party managers in addition to managing client portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting-related work, and the selection of other advisers. Fee arrangements are a mix of percentage-of-AUM, hourly, and fixed-fee engagements. The firm reports an affiliation with an insurance company and does not identify itself as an active ESG investor.