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The fee is billed in arrears and is negotiable.","source":"DISCLOSURE BROCHURE, filed 6 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Palacios Wealth Management use?","answer":"Palacios Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $201M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Palacios Wealth Management have?","answer":"Palacios Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Palacios Wealth Management invest in?","answer":"At the end of its last fiscal year, Palacios Wealth Management’s separately managed accounts held 79% exchange-traded equities, 9% investment grade corporate bonds, 5% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% derivatives.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Palacios Wealth Management?","answer":"Palacios Wealth Management’s direct owner is Erick Palacios (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 6 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Palacios Wealth Management get paid?","answer":"Palacios Wealth Management is paid through a percentage of assets under management. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}