Palisade Capital Management provides investment management and private wealth services to individuals, families, institutions, and corporate retirement plans. Founded in 1995 and based in Fort Lee, New Jersey, Palisade focuses on fundamental, bottom-up investing across various strategies including small-cap core equity, SMID-cap core equity, focused equity, and short-duration bonds. For individual private wealth clients, Palisade creates customized portfolios based on personal goals, time horizons, tax considerations, and risk tolerance, often incorporating individual stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. Palisade also provides financial planning services, typically bundled at no extra cost for private wealth management clients with at least $1 million under management, or offered for a fixed fee for accounts below that threshold. The firm manages assets on a discretionary basis, meaning investment decisions are made on behalf of clients according to agreed-upon investment policies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20.0M - $30.0M | 0.90% |
| $30.0M - $40.0M | 0.75% |
| $40M+ | 0.60% |
Fees are negotiable. Institutional strategies have separate fee schedules ranging from 0.25% to 0.80% depending on the strategy and asset size.