Palmetto Wealth Management, LLC offers investment advice and financial planning to individuals, businesses, trusts, and estates. Palmetto Wealth Management creates investment strategies based on each client's risk tolerance and financial goals. The firm monitors portfolios and rebalances them as needed. Financial planning services cover a range of needs, and the firm may provide reduced or waived fees for financial planning if they also manage your investments.
Assets Under Management$31M
Clients26
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000. Certain clients may be charged lower fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...