Atwood & Palmer, founded in 1990, provides investment management services based on individual client needs and goals. They create an Investment Policy Statement to guide investment decisions. Client portfolios primarily consist of stocks, exchange-traded funds, and fixed income securities. Atwood & Palmer also offers financial planning services, including retirement planning, risk management, college savings, and estate planning. The cost of financial planning is included in the investment management fee.
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% |
Investable assets over $10 million, a flat rate can be calculated based on each client’s unique situation. Tax-exempt accounts have a different fee schedule: $0 - $2 million: 0.75%, $2 - $5 million: 0.60%, $5 - $10 million: 0.35%, Over $10 million: ***