Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
118 clients
Average Client Portfolio
$229.6M average
Assets Under Management
$27.1B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only

Palmer Square generally receives a fee based on a percentage of assets under management, such as a collateral management fee or management fee. Palmer Square may also receive performance-based compensation. Fees are negotiated on a case-by-case basis for Managed Account and Legacy Clients.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

1900 Shawnee Mission Parkway, Suite 315, Mission Woods, KS, 66205

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Regulatory History
Clean regulatory record

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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Other Business Activities

Jarett works as an Associate in Business Development for Palmer Square Capital Management LLC, raising assets in Palmer Square's products. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Palmer Square Capital Management LLC
June 2021 - Present · 4 yrs 7 mos
Foreside Fund Services, LLCBroker
April 2021 - Present · 4 yrs 9 mos
Previous Registrations
Waddell & ReedBroker
January 2014 - April 2021 · 7 yrs 3 mos
Ivy Distributors, INC.Broker
January 2014 - April 2021 · 7 yrs 3 mos
Waddell & Reed
January 2014 - April 2021 · 7 yrs 3 mos
AXA Advisors, LLC
June 2009 - August 2012 · 3 yrs 2 mos
AXA Advisors, LLC Broker
February 2009 - August 2012 · 3 yrs 6 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.