Palmetto Retirement Specialists offers financial planning services and refers clients to third-party money managers for investment management. Financial planning includes reviewing wills, estate plans, investments, taxes, and insurance. Palmetto Retirement Specialists acts as a liaison between clients and the third-party money managers, providing ongoing service and reviewing statements.
Fee Structure
Palmetto Retirement Specialists does not directly manage client investments. Instead, they refer clients to third-party money managers. The fees for investment management are determined by the third-party money manager and will be disclosed to you before you sign an agreement. Palmetto Retirement Specialists receives a portion of the fees charged by the third-party money manager as a referral fee.