Harli Palme is a CFA, CFP-designated registered investment advisor at Modera Wealth Management, LLC, based in Asheville, NC, with 20 years of industry experience. Harli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 6,308 clients with $18B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
Rates shown are for wealth management. Portfolio management rates are lower (starting at 0.80%). Minimum quarterly fee of $3,000 generally applies for wealth management and $2,500 for portfolio management.
Fee Estimator
Location
6 Wall Street, Asheville, NC, 28801
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 →Other Business Activities
Harli is involved with OnTrack Financial Education and Counseling, a non-profit, and Mountain True, an environment-focused non-profit, dedicating minimal time to each. Harli also owns rental real estate property.
Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Parsec Financial
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
- Douglas Bazley, CFPModera Wealth Management, LLC
- Lee Cox, CFPModera Wealth Management, LLC
- Anna Bruder, CFPModera Wealth Management, LLC
- Richard Manske, CFPModera Wealth Management, LLC
- Neal Nolan, CFPModera Wealth Management, LLC
- Brian Hjalmarson, CFPModera Wealth Management, LLC