John Palm is a registered investment advisor at Crossplan Money Management, based in Seminole, FL, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 190 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Rates vary by investment program: Sector Momentum at 2.00%, Relative Strength Allocation at 2.00%, Customized Fixed Income at 1.50%, Dividend & Growth at 2.50%, All-Cap Value at 2.50%, and Customized Portfolios at 2.20%. Fees are negotiable on a client-by-client basis.
Fee Estimator
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.
Exams
More Advisors
- Scott Koviak, CFA
- John Russon, CFAU.S. Institutional Corporation
- Christopher Roman, CFPWells Fargo Advisors
- Joshua Green, CFPSteward Partners Investment Advisory, LLC
- Cassandra Smalley, CFA, CFPCassandra Smalley Wealth Management
- Mark Vernick, CFPLPL Financial LLC