John Palm is a registered investment advisor at Crossplan Money Management, based in Seminole, FL, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 296 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Palm Investment Strategies offers several investment programs, each with a different focus and minimum investment:
- CrossPlan Sector Momentum: Actively managed portfolio of sector ETFs or sector mutual funds. $25,000 minimum. 2.00% annual fee.
- CrossPlan Relative Strength (RS) Allocation: Actively managed asset allocation based on RS. $100,000 minimum. 2.00% annual fee.
- CrossPlan Customized Fixed Income Accounts: Fixed income investments. $500,000 minimum. 1.50% annual fee.
- CrossPlan Dividend & Growth: Separately managed account of individual, dividend paying stocks. $500,000 minimum. 2.50% annual fee.
- CrossPlan All-Cap Value - Concentrated: Concentrated, value strategy. $100,000 minimum. 2.50% annual fee.
- CrossPlan Customized Portfolios: Individually managed and invested. $100,000 minimum. 2.20% annual fee.
Fees may be negotiable.
Location
10575 68th Avenue North, Suite B-3, Seminole, FL, 33772
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Crossplan Money Management
State Registrations1 state
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.