Dennison Veru is a registered investment advisor at Palisade Capital Management, LP, based in Fort Lee, NJ, with 25 years of industry experience. Dennison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,958 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Palisade Capital Management charges an annual investment management fee based on a percentage of your portfolio's value. The specific percentage varies depending on the investment strategy and the amount you invest.
For private wealth management accounts, the fee is:
- 1.25% on the first $10 million
- 1.00% on the next $10 million
- 0.90% on the next $10 million
- 0.75% on the next $10 million
- 0.60% on the balance over $40 million
Fees are typically charged each quarter. Minimum account sizes apply and are negotiable.
Location
One Bridge Plaza, Suite 695, Fort Lee, NJ, 07024
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2002Customer Dispute
March 1999Other Business Activities
Dennison is a member of the board of directors for Brickell Biotech, Inc. since 2012 and BioCancell, LTD. since 2016, dedicating a few hours per week to each. Dennison is also the grantor/trustee of four trusts, spending minimal time administering them.
Employment History
Current Registrations
Palisade Capital Management, LP
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.