William Palmer Associates manages investment portfolios and provides financial planning for individuals, families, trusts, and small businesses. William Palmer Associates uses Modern Portfolio Theory to build diversified portfolios primarily using mutual funds and exchange-traded funds, while also utilizing third-party managers for fixed income securities. Clients can grant William Palmer Associates authority to make trades on their behalf without asking first. Financial planning services are included at no extra charge for clients who hire William Palmer Associates to manage their investments. The firm emphasizes a long-term, buy-and-hold approach focused on asset allocation rather than trying to time the market.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees and account minimums may be negotiable based on the level of assets managed, preexisting client relationships, or householding of assets.