Palmer Mahoney is a registered investment advisor at Weaver Consulting Group, LLC, based in Huntington Beach, CA. Palmer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,088 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Weaver Consulting Group charges an annual fee based on the amount of your portfolio. This fee generally ranges from 0.15% to 1.5%, depending on the size and composition of your portfolio, the complexity of services, your risk tolerance, and the type of services rendered. The fee is calculated monthly, based on the average daily balance of your account.
Location
101 Main Street, Suite 220, Huntington Beach, CA, 92648
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Weaver Consulting Group, LLC
State Registrations1 state
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