Palatine Hill Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$287,268,995
This total excludes 9 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
279
16% high-net worth
Advisors
4
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
70
HighAverage account size
$1,029,638
About
Palatine Hill Wealth Management is a registered investment adviser serving individuals (including high‑net‑worth clients), employee‑sponsored retirement plans, trusts, foundations, charities, and corporate clients. The firm manages roughly $296 million for about 279 clients through a four‑advisor team and offers discretionary and non‑discretionary investment management, integrated financial planning, and retirement plan consulting.
The firm’s investment process is centered on a written client profile and investment plan that guides asset allocation across equities, ETFs, mutual funds, and alternative investments, with ongoing portfolio review and disciplined rebalancing. Palatine Hill describes coordinating with clients’ other advisors (CPAs, estate attorneys, insurance brokers), using third‑party platforms for participant/held‑away accounts, and employing sub‑advisors and outsourced administrative tools for reporting and fee calculation.
Noteworthy aspects in the firm’s ADV include its role as sponsor and manager of the Palatine Hill Wrap Program and disclosures that the firm uses client testimonials in its advertising, both of which are uncommon among peer team firms. The brochure also discloses affiliated business relationships (an affiliated insurance agency and affiliated pooled investment vehicles that create additional custody and allocation considerations) and explicit willingness to include digital assets and related futures in appropriate accounts, all items that differentiate its service and disclosure profile from many peers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Consulting
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Private / alternative investments
Fee options
Up to 1.00% annually, negotiable
Hourly charges reported in SEC Part 1 but not specifically detailed in brochure
Main office location
Palatine Hill Wealth Management
148 Pierce Street, Suite 200
Birmingham MI 48009, United States
Number of offices
2
Most active in
Palatine Hill Wealth Management has reported serving >5 clients in these states in the last 12 months.
California · Florida · Indiana · Michigan · New Hampshire · New York · Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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