Palomar Advisors offers investment management services, creating portfolios tailored to clients' goals and risk tolerance using stocks, bonds, exchange-traded funds, and mutual funds. They also offer financial planning services, covering areas like personal finances, taxes, investments, insurance, retirement, college funding, and estate planning. Palomar Advisors also provides retirement plan services to small and mid-sized businesses.
Assets Under Management$76M
Clients67
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$25M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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