The Palmer Knight Company manages diversified portfolios of stocks and bonds for individuals, families, and businesses. They aim to maximize wealth while minimizing risk. They get to know clients through consultations and questionnaires to understand their financial needs and risk tolerance. They then create an asset allocation plan to guide investment decisions.
Assets Under Management$300M
Clients159
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $6.0M | 1.00% |
| $6M+ | 0.75% |
Fees may be negotiable depending on the size and complexity of the portfolio managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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