Palatine Hill Wealth Management

Palatine Hill Wealth Management

Ann Arbor, Michigan

Palatine Hill Wealth Management is a small investment advisory firm based out of Ann Arbor, MI, with two offices. With a team of five dedicated professionals, four of whom provide investment advisory services, Palatine Hill offers personalized wealth management solutions to its clients. The firm boasts an impressive average of approximately $39,090,000 in assets under management per investment advisor. Committed to delivering tailored financial strategies, Palatine Hill's compensation structure includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. While the firm's focus primarily...see more

Assets Under Mgmt

$156.36M

Investment Professionals

4

Locations

1

% 401K & Individual

29%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other: CONSULTING

Reviews for Palatine Hill Wealth Management

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