Stanley Palmer is a CFA-designated registered investment advisor at Marvin & Palmer Associates, based in Steilacoom, WA, with 29 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 7 clients with $200M 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 $100.0M | 1.00% |
| $100M+ | 0.75% |
Fees are negotiable. Global strategies charge 1.00% plus a 10% performance fee on net profits.
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Location
Steilacoom, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Marvin & Palmer Associates
State Registrations1 state
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Exams
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