Palm Valley Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$19,225,113
Total clients
53
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
53
Average account size
$362,738
Client services
Fee options
Ongoing Financial Planning fixed fee ranging from $100 to $1,000 per month; initial financial planning fee up to $5,000.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Fee-only: Fee-only firm, no commissions or sales-related compensation.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Palm Valley Wealth Management LLC
St Augustine FL, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
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