Palumbo Capital Group, LLC provides ongoing investment account management and financial planning services. For investment management, they create customized portfolios using model portfolios, and they may use a sub-advisor, SEI Investment Management Corporation. Financial planning covers areas like cash management, risk management, tax issues, retirement planning, education funding, and goal setting. They document your goals and objectives before investing.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable. Clients may aggregate household assets to achieve a lower rate. When using sub-adviser services with SIMC, the platform fee is separate from our management fee, which is 0.10%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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