Steven Burkett is a registered investment advisor at Palisade Investments, LLC, based in Zephyr Cove, NV, with 18 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 537 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Palisade Investments manages investment accounts for a fee that is negotiable and can range from 0.10% to 2.0% per year. The fee can be based on a percentage of the assets in the account, a fixed fee, or a combination of both. The specific fee arrangement is detailed in a written agreement. Fees are billed quarterly, either in advance or in arrears. Accounts initiated during a quarter will have their fee prorated. The fees do not include brokerage commissions or other transaction costs.
Location
625 Highway 50, Suite 301, Zephyr Cove, NV, 89448-3049
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Palisade Investments, LLC
State Registrations1 state
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