Advisor at Crossplan Money Management
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Firm
Crossplan Money Management
Location
Seminole, FL 33772
Credentials
Series 65
Industry experience
25 years
John Palm is a financial advisor at CrossPlan Money Management with 25 years of industry experience. He holds a Series 65 designation and has operated Palm Investment Strategies, LLC since 2004. Based in Seminole, FL, he provides investment services primarily through discretionary portfolio management and portfolio monitoring. CrossPlan Money Management serves individual clients, including both high-net-worth and non-HNW households, managing approximately $49.6 million across about 296 clients. The firm employs a top-down asset allocation approach combining technical and fundamental analysis, utilizing strategies such as sector rotation, momentum indicators, and hedging when appropriate.
Based on Crossplan Money Management
Based on Crossplan Money Management
$0 - $25,000: Not explicitly stated (implied no acceptance below $25,000 minimum) $25,000 - $99,999: 2.00% annually (Sector Momentum program) $100,000 - $499,999: 2.00% annually (Relative Strength Allocation and All-Cap Value-Concentrated); 2.20% (Customized Portfolios) $500,000+: 1.50% annually (Customized Fixed Income); 2.50% annually (Dividend & Growth and All-Cap Value-Concentrated) $1,000,000+: 3.00% on first $1,000,000 and 2.5% on excess (Gilder, Gagnon, Howe & Co. qualified retirement accounts monitoring fees)
Portfolio monitoring with Gilder, Gagnon, Howe & Co. includes commission-based brokerage accounts with commissions averaging 2% or more per trade.
Account minimum: $25,000 minimum for Portfolio Management programs (varies by program, see details) Fee-only: Portfolio management fees based on assets under management; fees are negotiable client-by-client.
10575 68 Th Avenue North, Suite B 3
Seminole, FL 33772
Florida
Palm Investment Strategies, LLC
2004 - Present (22 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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