Advisor at Palmetto Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Palmetto Private Wealth, LLC
Location
Spartanburg, SC 29306
Credentials
Series 66
Industry experience
10 years
Joshua Spencer is a financial advisor with Palmetto Private Wealth, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial LLC, First Citizens Investor Services, Edward Jones, and Wells Fargo. He is also a licensed insurance professional in a non-investment capacity. Palmetto Private Wealth advises individuals, high-net-worth clients, trusts, estates, and businesses, offering discretionary investment management alongside financial planning and retirement-account guidance. The firm employs a long-term, goals-based approach combining fundamental and technical analysis to tailor portfolios to client risk tolerance and time horizon.
Based on Palmetto Private Wealth, LLC
Fixed fee engagements for financial planning based on expected hours at hourly rate.
$0 - $999,999: 1.25% annually $1,000,000 - $2,499,999: 1.00% annually $2,500,000 - $4,999,999: 0.75% annually $5,000,000+: 0.50% annually
Up to $250 per hour for financial planning services.
Account minimum: Palmetto Private Wealth generally does not impose a minimum relationship size. Fee-only: Financial planning services offered hourly up to $250/hour or fixed fees based on scope.
1200 John B. White Sr. Blvd.
Spartanburg, SC 29306
South Carolina
Palmetto Private Wealth, LLC
2024 - Present (2 years)
LPL Financial
2021 - 2024 (3 years)
First Citizens Investor Services
2018 - 2021 (3 years)
Edward Jones
2017 - 2018 (1 year)
Wells FArgo Bank NA
2016 - 2017 (1 year)
Wells Fargo Clearing
2016 - 2017 (1 year)
Kyle Atkins Financial Group
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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