Dirk Palmer is a registered investment advisor at Private Client Advisor Group, LLC, based in Palm City, FL, with 4 years of industry experience. Dirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning, Tax Planning. Their firm serves 190 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable in some instances. Fee rates vary based on the level of service provided, the investment adviser representative managing the account, etc.
Fee Estimator
Location
901 SW Martin Downs Blvd., Suite 200 D, Palm City, FL, 34990
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dirk is employed by OWLFI CPA LLC, a tax and accounting firm, since 2021 and owns Palmer Cattle Company, a ranch business, since 2012. He manages both a public accounting firm and a cattle ranch.
Employment History
Current Registrations
Private Client Advisor Group, LLC
Previous Registrations
Motiv8 Investments LLC
Owlfi
State Registrations1 state
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