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Palatine Hill Wealth Management

Headquartered in BIRMINGHAM, MI

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Firm Information

Palatine Hill Wealth Management, located in Birmingham, MI, is a registered investment advisor that manages over $189 million in assets for individuals, high-net-worth individuals, corporations, and charitable organizations. The firm offers financial planning, pension consulting, selection of other advisors, and portfolio management services. They also participate in wrap fee programs.

Palatine Hill Wealth Management

148 PIERCE STREET

BIRMINGHAM, MI 48009

$189.05M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

PALATINE HILL WEALTH MANAGEMENT has a total of 2 branch locations across the country.
location

BIRMINGHAM, MI

location

ANN ARBOR, MI

Advisors at Palatine Hill Wealth Management

View All 4 Advisors
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Paige Weymouth

CFP®, RA

BIRMINGHAM, MI

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Richard Edward Mida

RA

Birmingham, MI

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Charles Edward Dabrowski

RA

ANN ARBOR, MI

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Unclaimed
Jeff Adron Cheek

RA

ANN ARBOR, MI

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Disclosures

There are no public disclosures for Palatine Hill Wealth Management.

Frequently Asked Questions (7)

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