Palm Capital Group builds and manages investment portfolios for private individuals and businesses using a bottom-up value investing strategy. Palm Capital Group looks for undervalued securities by analyzing individual company operations, financial statements, and management teams, typically holding concentrated portfolios of 10 to 25 securities restricted to equity, debt, and options. Palm Capital Group operates as an independent advisory firm without wrap fee programs or sales commissions. In addition to standard asset-based management fees, Palm Capital Group also offers performance-based fee arrangements for qualified clients. Portfolios are managed on a discretionary basis, with Interactive Brokers serving as the custodian and broker-dealer.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 3.33% |
| $1.0M - $5.0M | 2.75% |
| $5.0M - $10.0M | 2.00% |
| $10M+ | 2.50% |
Fees are negotiable. Palm Capital Group also offers performance-based fee arrangements for qualified clients, consisting of 33% of annualized account profits subject to a high-water mark.