Palmetto Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$58,000,000
Total clients
478
0% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
239
Average account size
$121,339
About
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 two‑advisor firm manages roughly $49 million in client assets and constructs portfolios using ETFs, individual stocks, mutual funds and, where appropriate, independent managers.
The firm follows a largely long‑term, goals‑based approach that combines fundamental and technical analysis to set strategic asset allocations tailored to each client’s risk tolerance and time horizon, with ongoing monitoring and at least annual formal reviews. Palmetto Private Wealth also provides financial planning engagements (hourly or fixed‑fee) and may recommend or implement changes such as rollovers when deemed in a client’s interest.
Compared with many peers, the firm explicitly integrates referrals to accountants and other outside specialists into its planning process and provides periodic reports on holdings, allocations and performance as part of client communications. The principals are licensed insurance professionals who may receive commissions for insurance product sales, and the firm participates in an institutional custody platform that provides technology and support — all disclosed elements the firm says it manages to mitigate conflicts of interest.
Client services
Expertise
Fee options
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.
Main office location
Palmetto Private Wealth, LLC
1200 John B. White Sr. Blvd.
Spartanburg SC 29306, United States
Number of offices
1
Most active in
North Carolina · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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