Palante Wealth Advisors, LLC's Form ADV discloses 1.25% on the first $2 million, 1.00% on the next $2 million, 0.75% on the next $3.5 million, 0.70% on the next $2.5 million, and 0.67% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #175298), Palante Wealth Advisors, LLC is subject to fiduciary duty under federal law.
Palante Wealth Advisors, LLC is headquartered in PENNINGTON, NJ.
Palante Wealth Advisors, LLC serves 34 high-net-worth clients according to their SEC filing dated June 8, 2026. View client details ↓
According to their SEC Form ADV, Palante Wealth Advisors, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
Palante Wealth Advisors, LLC manages $116 million in client assets according to their SEC filing dated June 8, 2026.
According to their SEC Form ADV, Palante Wealth Advisors, LLC serves high-net-worth individuals and institutional clients. View client details ↓