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Let Palen Financial help you with your investments. Contact them today for financial advice or a complete examination of your current portfolio!

Do-It-Yourself Investor Fee Options

There are a number of options that Palen Financial offers the “Do-It-Yourself investor”. Palen Financial works with the investor to come up with the best plan that will be of most benefit. It would be the investor that would take the initiative to schedule appointments when they feel it is necessary to talk with us.

Flat Fee (Annually Agreed Upon)

Palen Financial offers portfolio analogies and recommendations for investors. The *fee is agreed upon depending on the amount of work and time expected to complete analogies and to make recommendations. An estimate of cost will be agreed upon after a meeting and discussion with Palen Financial. *Fees are mutually agreed upon and paid in advance. Investors may terminate their contracts without penalty, for full refund, within 5 business days of signing the advisory contract. Refunds require a 30 day written notification of contract termination.

Asset Based Fee

Palen Financial offers an asset based *fee that is based on the number of assets that are under management. This method offers the greatest advantage to the investor because we use an open architecture for investing. The percentage is an annual mutually agreed upon *fee. These *fees are negotiable. *Fees are paid in advance of services offered. Refunds require a 30 day written notification of contract termination.

Hourly Fee

Palen Financial offers financial advice, recommendations and education on your current financial situation. The *fee is charged on an hourly basis and paid in advance of receiving services. Palen Financial can meet as often as the investor would like to discuss any questions or concerns that you, the investor, may have. The investor can meet daily, weekly, monthly, semiannually, or yearly. Services can be done in office, on the phone, or by any other form of electronic media at the discretion of the investor. Investors may terminate their contracts without penalty, for full refund, within 5 business days of signing the advisory contract. Refunds require a 30 day written notification of contract termination.

If you want to learn more about Do-It-Yourself Investing, and how Palen Financial can help you, read some potential Do-It-Yourself questions here!

*fees are charged in advance because unfortunately, some investors want us to do the work but not be compensated afterwards. In an effort to protect our expertise and time we charge our mutually agreed upon fee to the investor in advance of receiving services. Incidentally this is the most common form of how fees are charged in our industry.

Contact us today for an examination of your portfolio – our “Financial Fresh Look”!

You can start your examination by filling out and submitting the Data Gathering form below.  The Expense Sheet is optional.