Palm Wealth Partners provides financial planning services covering cash flow, retirement, insurance, investments, education savings, and estate planning. They also offer discretionary portfolio management tailored to client needs, using various securities like stocks, ETFs, and bonds. Palm Wealth may recommend third-party investment advisors and acts as a sub-advisor for other firms. Pension consulting services are also available.
Assets Under Management$180M
Clients696
Advisors9
Avg. per Client$260K
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for accounts over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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