Palm Springs Advisory offers investment and wealth management services to high-net-worth individuals and non-U.S. resident clients. Palm Springs Advisory works with clients to determine their investment objectives and risk profile and develop a customized investment plan based on their individual needs and goals. Palm Springs Advisory primarily recommends equities, but can use other security instruments to help diversify a portfolio.
Fee Structure
Palm Springs Advisory charges different fees based on the investment service you choose.
For Actively Managed Portfolio Services, the firm charges both a management fee based on the value of your portfolio and a performance-based fee. The management fee is:
- Less than $10,000: 2.0%
- $10,000 - $50,000: 1.5%
- $50,000 - $110,000: 1.2%
- Over $110,000: 1.0%
The performance-based fee is 10% or 20% of the capital gains, depending on the agreement.
For Saving Plus Portfolio Management Services, the firm charges 0.5% of the value of your portfolio below $1 million, and 0.25% of the value of your portfolio above $1 million.