Palmetto Advisory is a marketing firm that introduces financial advisors to investment managers. Palmetto does not provide investment advice, manage portfolios, or handle client assets. Instead, Palmetto receives a portion of the investment management fee that the client pays to the investment manager. This compensation is for marketing and promotional services.
Assets Under ManagementN/A
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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