Wendy Popowich is a registered investment advisor at Palisade Capital Management, LP, based in Fort Lee, NJ, with 21 years of industry experience. Wendy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,754 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20.0M - $30.0M | 0.90% |
| $30.0M - $40.0M | 0.75% |
| $40M+ | 0.60% |
Fees are negotiable. Institutional strategies have separate fee schedules ranging from 0.25% to 0.80% depending on the strategy and asset size.
Fee Estimator
Location
One Bridge Plaza North, Suite 695, Fort Lee, NJ, 07024
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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 →Other Business Activities
Wendy serves as trustee for her son's trust, requiring minimal time. She also owns rental property, which is not investment-related and requires no time during trading hours.
Employment History
Current Registrations
Palisade Capital Management, LP
State Registrations12 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.
Exams
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