Palmetto Private Wealth provides wealth management solutions through personal contact and interaction. They offer investment management, constructing portfolios of ETFs, stocks, and mutual funds. They may also use bonds or other managers. Palmetto Private Wealth also offers financial planning services, including investment planning, retirement planning, and education savings. Clients are not obligated to implement any recommendations.
Assets Under Management$49M
Clients71
Advisors2
Avg. per Client$690K
Avg. per Advisor$25M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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