Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20.0M - $30.0M | 0.90% |
| $30.0M - $40.0M | 0.75% |
| $40M+ | 0.60% |
Private wealth management separately managed accounts fee schedule.
Fee Estimator
Palisade charges an annual investment management fee based on the value of your assets. The specific percentage varies depending on the investment strategy and the amount invested. For private wealth management, the fee is 1.25% on the first $10 million. Minimum account sizes apply, such as $3 million for small cap core equity and private wealth management (aggregate relationship). These minimums are negotiable. Financial planning is generally provided at no additional cost to private wealth management clients with at least $1 million of assets under management. Clients with less than $1 million or those not using investment management may pay a fixed fee.
Areas of Practice
Advisor Information
Office location
1 Bridge Plaza North, Suite 1095, Fort Lee, NJ, 07024-7102
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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James is a Managing Director at Palisade Capital Management, LP, focusing on sales and marketing for the investment management firm, dedicating full-time hours to this role. He is also a registered representative of Foreside Fund Services, LLC, an unaffiliated broker-dealer.