Palm Capital Group builds and manages investment portfolios for individuals and businesses. Palm Capital Group invests in stocks, bonds, and options of companies they believe are undervalued. Palm Capital Group does not tailor advisory services to individual needs, but will consider client reservations about owning securities of certain kinds of businesses. Palm Capital Group is a fee-only advisor and does not receive commissions.
Assets Under Management$48M
Clients27
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 3.33% |
| $1.0M - $5.0M | 2.50% |
| $5.0M - $10.0M | 2.00% |
| $10M+ | 1.65% |
Fees are negotiable. Firm also offers performance-based fees for certain accounts, calculated as 33% of the annualized account profit, subject to a high water mark, for qualified clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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