Palmetto Financial Planners offers personalized financial planning and investment management services, primarily to individuals. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning and trusts. Palmetto Financial Planners is a fee-only firm and does not sell commissioned products.
Assets Under Management$20M
Clients26
Advisors1
Avg. per Client$790K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2M+ | 0.20% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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