Palisade charges an annual investment management fee based on the value of your assets. The specific percentage varies depending on the investment strategy and the amount invested. For private wealth management, the fee is 1.25% on the first $10 million. Minimum account sizes apply, such as $3 million for small cap core equity and private wealth management (aggregate relationship). These minimums are negotiable. Financial planning is generally provided at no additional cost to private wealth management clients with at least $1 million of assets under management. Clients with less than $1 million or those not using investment management may pay a fixed fee.