Stephen Palmer
Stephen Palmer is a registered investment advisor at Pennsylvania Capital Management INC., based in Blue Bell, PA, with 19 years of industry experience. Stephen 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 197 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PCM offers investment management services where the annual fee ranges from 0.50% to 1.35% of the portfolio's value for accounts up to $5 million. The fee is based on the portfolio's market value and is payable quarterly or semi-annually, in advance. PCM also offers tactical asset management services with fees ranging from 1.30% to 1.95% of the portfolio's value for accounts up to $5 million. Fees are negotiable.
Location
Blue Bell, PA
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 →Employment History
Current Registrations
Pennsylvania Capital Management INC.
State Registrations3 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.