Atwood and Palmer, Inc. is a registered investment advisor founded in 1990, managing billions of dollars in client assets. The firm provides customized investment management and comprehensive financial planning for high-net-worth and ultra-high-net-worth individuals, families, and institutional clients. Atwood and Palmer builds personalized portfolios consisting primarily of individual stocks, exchange-traded funds, fixed-income securities, and alternative investments, guided by a customized Investment Policy Statement tailored to each client's goals, risk tolerance, and tax considerations. In addition to investment management, Atwood and Palmer offers comprehensive financial planning covering retirement, tax strategy, insurance and risk management, college savings, cash flow, Social Security, debt management, charitable giving, compensation and benefits, and estate planning. The firm also provides concierge services such as cash flow management, philanthropic planning, and facilitating family legacy and education meetings, coordinating closely with outside professionals like estate attorneys and certified public accountants.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Rates shown are for taxable accounts. Tax-exempt accounts are charged 0.75% up to $2M, 0.60% from $2M to $5M, and 0.35% from $5M to $10M. For assets over $10 million, a flat rate can be calculated based on the client's unique situation. Donor-advised funds are charged 0.45%. Fees are negotiable.