Palmer Wealth Management (PWM) offers financial planning and investment management services. PWM provides services like cash flow planning, retirement planning, education planning, asset management, insurance needs analysis, tax planning, and estate planning. PWM manages investments directly or uses sub-advisors. PWM also provides services to retirement plans. Insurance products are not sold directly through PWM, but affiliated entities may sell insurance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees may be negotiable for accounts over $10,000,000. Accounts within the same household may be combined for a reduced fee. When using sub-advisors, the client will pay additional fees that range between .15% - 1.0% depending on the account value, investment style and types of securities used. For SEI assets, PWM charges an annual investment advisory fee based on the total assets under management as follows: First $1,000,000 .90% Next $2,000,000 .75% Next $2,000,000 .65% Next $5,000,000 .50% Over $10,000,000 Negotiable