Paladino Wealth

Aviator Financial Consulting LLC, doing business as Paladino Wealth, is a registered investment adviser based in Texas, established in July 2018 by William J. Paladino Jr. The firm specializes in offering portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients grant discretionary authority to AFCL for selecting securities and executing transactions. AFCL's investment decisions are made in accordance with fiduciary duties, prioritizing clients' interests. The firm primarily advises on mutual funds, fixed income securities, equities, and ETFs, with model portfolios tailored to client needs. AFCL charges asset-based fees ranging from 1.00% to 0.75% based on total assets under management. Clients are responsible for third-party fees, and AFCL collects fees quarterly in advance. The firm does not participate in wrap fee programs and generally requires a minimum account size of $500,000. AFCL does not accept performance-based fees and provides services to individuals and high-net-worth individuals. The firm's investment strategies include charting analysis, cyclical analysis, fundamental analysis, modern portfolio theory, quantitative analysis, and technical analysis, with a focus on managing risks associated with various investment types. Clients receive quarterly reports detailing account information. AFCL does not receive economic benefits for advice rendered to clients and does not compensate non-advisory personnel for client referrals. The firm provides discretionary investment advisory services and does not accept voting authority for client securities. AFCL has no financial conditions impairing its ability to meet contractual commitments to clients and has not been subject to bankruptcy petitions in the last ten years.