Palisade Capital Management, LP

Assets Under Management

$4.2B

Number of Clients

1,958

Number of Advisors

13

Average Client AUM

$2.2M

AUM per Advisor

$325.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Palisade offers discretionary investment supervisory services. Strategies include small cap core equity, SMID cap core equity, focused equity, convertible securities, and short duration bonds. Also provides financial planning through its private wealth management program.

Fee Structure

Minimum Investment:$3M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M1.25%
$10.0M - $20.0M1.00%
$20.0M - $30.0M0.90%
$30.0M - $40.0M0.75%
$40M+0.60%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement Planning
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Location

1 Bridge Plaza North, Suite 1095, Fort Lee, NJ, 07024-7102

13 Advisors at this firm

Palisade Capital Management, Lp | TrueAdvisor