Advisor at Monterey Bay Asset Management LLC
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Firm
Monterey Bay Asset Management LLC
Location
Monterey, CA 93940
Credentials
CFP®, Series 65, Series 66
Industry experience
19 years
David Palshaw is a CFP® with 19 years of experience in the financial industry. He has been the principal of Monterey Bay Asset Management LLC since 2006 and previously operated Palshaw Measurement, Inc. from 2006 to 2018. Monterey Bay Asset Management provides portfolio management and investment supervisory services to individuals, trusts, foundations, pension and profit-sharing plans, and select corporate clients. The firm implements a Modern Portfolio Theory-based approach focused on asset allocation and diversified exposure, managing all assets in-house with regular portfolio reviews and rebalancing.
Based on Monterey Bay Asset Management LLC
$1 - $300,000: 2.00% $300,001 - $500,000: 1.50% $500,001 - $2,500,000: 1.00% $2,500,001 - $4,000,000: 0.75% $4,000,001 - $6,000,000: 0.60% $6,000,001 - $8,000,000: 0.50% Above $8,000,000+: 0.40%
Account minimum: $100,000 (may be waived) Fee-only: Annual fees paid quarterly in advance; negotiable fees; no commissions or performance fees
380 Foam Street, Suite 220
Monterey, CA 93940
California
Monterey Bay Asset Management LLC
2006 - Present (20 years)
Palshaw Measurement, Inc.
2006 - 2018 (12 years)
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Other specialized services
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