Palmer Wealth Planning (PWP) manages investment portfolios based on your individual needs and goals. PWP also offers project-based financial planning on topics like retirement, college savings, and debt management. PWP also provides ongoing financial planning services for a monthly fee. PWP may recommend third-party managers for portfolio management.
Assets Under Management$22M
Clients54
Advisors1
Avg. per Client$410K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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