Advisor at Palm Capital Group LLC
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Firm
Palm Capital Group LLC
Location
Southampton, NY
Credentials
Series 63, Series 65
Industry experience
9 years
Justin Swiderski is a financial advisor at Palm Capital Group LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Wilmington Capital Securities LLC since 2015. Palm Capital Group provides discretionary portfolio management to high-income and high-net-worth individuals, as well as charitable organizations and businesses. The firm employs a bottom-up value investing approach, managing concentrated portfolios primarily through equity, debt, and options securities, and offers performance-based fee arrangements for qualified clients.
Based on Palm Capital Group LLC
$0 - $1,000,000: 3.33% annually $1,000,001 - $4,999,999: 2.75% annually $5,000,000 - $9,999,999: 2.50% annually $10,000,000+: 2.00% annually
33% of annualized account profits above a benchmark with high water mark, paid annually in arrears.
Account minimum: $1,000,000 Fee-only: Asset-based fees as per tiered schedule, no commissions received.
Southampton, NY
New York
Wilmington Capital Securities LLC
2015 - Present (11 years)
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