Palm Valley Wealth Management offers investment management services, creating and managing portfolios based on clients' goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. They also offer ongoing financial planning services, collaborating with clients to develop and monitor financial plans. Palm Valley Wealth may recommend third-party professionals but does not receive compensation from them. They primarily allocate investment management assets of client accounts among various investment management programs offered through SEI Investments Company and various independent investment managers on a non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
For accounts with assets above $250,000, ongoing financial planning is included at no additional charge. If Palm Valley Wealth utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.