Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,583 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.7B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $50K1.50%
$50K - $500K1.00%
$500K - $1.0M0.75%
$1M+0.75%

Fees negotiable for accounts over $1,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

New York, NY

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Patriot Investment Management Group INC
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2008 - November 2020 · 12 yrs 1 mo
J.P. Morgan Securities INC.Broker
January 2001 - October 2008 · 7 yrs 9 mos
J.P. Morgan Securities INC.Broker
December 1992 - May 2001 · 8 yrs 5 mos
Mony Securities CORP.Broker
June 1989 - January 1990 · 7 mos
The Mutual Life Insurance Company of New YorkBroker
June 1989 - January 1990 · 7 mos
Cigna Securities, INC.Broker
February 1988 - May 1989 · 1 yr 3 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.
David E Palamar - Financial Advisor | TrueAdvisor