Palmerton Financial Services manages individual investment portfolios. Occasionally, Palmerton Financial Services may provide financial analysis and advice that does not involve security investments. Client assets are held at Charles Schwab & Co. Client accounts are individually managed, and clients can request that assets be held as cash or prohibit investment in certain securities. The risk level of a portfolio is tailored to the client's risk concerns.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.63% |
The management fee is discounted by five percent if the fee is paid via a deduction from the client's account. Large account discounts are subtracted from the base fee: 0.25% (>$500,000, <=1,000,000) and additional 0.125% (>1,000,000). If a client's total assets being managed are less than $10,000.00 the management fee is waived.