Palmer Jones & Associates provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. Founded in 1981, Palmer Jones & Associates operates as a fee-only firm, meaning they do not sell commission-based products or accept finder's fees. Services include determining financial objectives, cash flow management, tax planning, insurance reviews, investment management, education funding, retirement planning, and estate planning. Comprehensive financial planning is generally included as part of ongoing investment management relationships. Clients maintain asset control through qualified custodians, and Palmer Jones & Associates executes trades either on a discretionary basis or with client consultation.
Fee Structure
Palmer Jones & Associates charges an ongoing fee based on a tiered percentage of the value of your portfolio. Fees are billed quarterly in arrears. There is no account minimum required.