Palm Valley Capital Management

Fee-Only (% of Portfolio)

Palm Valley Capital Management is a registered investment advisor founded in 2019 and based in Jacksonville Beach, Florida. The firm provides investment management services to individual accounts, trusts, estates, and other entities, utilizing an absolute return approach focused on small-capitalization stocks. Palm Valley Capital Management seeks to achieve attractive risk-adjusted returns over a full market cycle rather than attempting to outperform a specific benchmark, employing fundamental analysis and a disciplined valuation approach using discounted cash flow models. In addition to managing separate accounts, Palm Valley Capital Management serves as the investment advisor to the Palm Valley Capital Fund. The firm maintains discretionary authority over client accounts, allowing investment decisions to be made without obtaining prior consent for individual transactions, and requires clients to establish accounts at a qualified custodian.

Assets Under Management$280M
Clients1
Advisors2
Avg. per Client$280M
Avg. per Advisor$140M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10M+1.00%

Fees for accounts exceeding $10,000,000 are negotiable but will not exceed 1.00%. Palm Valley Capital Management also reserves the right to negotiate lower fees for accounts under $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm

Palm Valley Capital Management - Fees, AUM & Advisors | TrueAdvisor