Palmetto Coast Advisors offers financial planning and investment management services. At the start of the relationship, Palmetto discusses the client's investment experience, financial situation, and goals. Palmetto develops a financial outline and investment plan based on this information. Palmetto manages investment portfolios on a discretionary basis, using model asset allocation portfolios. Palmetto also provides general consulting services on an ongoing basis.
Assets Under Management$54M
Clients68
Advisors1
Avg. per Client$790K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
The above fee schedule represents the maximum fee Palmetto charges for portfolio management services on portfolios with balances $2,000,000 or above. Portfolios with balances under $2,000,000 will be charged an asset-based fee of up to 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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