Palisades Hudson Asset Management, L.P. fees and pricing
Financial planner in Fort Lauderdale, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 18, 2026, Palisades Hudson Asset Management, L.P. charges a monthly fee of $416 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $416/mo
“We compute unearned investment advisory fees on a pro-rata basis for the month when termination occurs. ur minimum monthly fee is $416.67, which is one-twelfth of $5,000, the O minimum annual fee.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Palisades Hudson Asset Management, L.P. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We are only compensated by our clients. ● Investment Advisory Services to Individuals, Trusts, and Entities s noted above, we provide three levels of investment advisory services which A each have a separate, non-negotiable, schedule of fees.”
- “We bill monthly, in advance, on a pro-rata basis.”
- “In this situation, we will bill each client based on that client’s pro-rata share of the family group’s fee.”
About Palisades Hudson Asset Management, L.P.
“Each investment is selected in accordance with the client’s target asset allocation. 4 ● Investment Advisory Services to Retirement Plans alisades Hudson offers investment advisory services to plan sponsors of P employer-provided retirement plans.”
- Firm size: 14 employees.
- Registered as an adviser: 1998 (28 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 138
- Employees
- 14
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $1,839,337,921
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 109134
- Phone
- (954) 524-5552
Can advise clients in 10 states: Connecticut, Florida, Georgia, New Hampshire, New Jersey, New York, Oregon, South Carolina, Texas, Vermont
Other planners in Fort Lauderdale that publish fees
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Elderkin Wealth Management LLCFort Lauderdale$250/hr
- Financial Planning Services, Inc.Fort Lauderdale$2,500-$15,000, $3,775/yr
- Green Musa Capital, LLCFort Lauderdale$200-$1,000/hr
- Horowitz & Company, Inc.Fort Lauderdale$250/hr, $500
- Rosenberg Wealth Management LLCFort Lauderdale$2,500-$5,000
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