Palmer Garson
Palmer Garson is a registered investment advisor at Silvercrest Asset Management Group LLC, based in Richmond, VA, with 17 years of industry experience. Palmer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,234 clients with $36B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silvercrest's fees for managing individual client assets in separately managed accounts are based on the type of portfolio:
- Managed balanced portfolios: 1% on the first $10 million, 0.60% on the balance.
- Managed fixed income only portfolios: 0.40% on the first $10 million, 0.30% on the balance.
- Managed cash only portfolios: 0.20%.
- Silvercrest Municipal Value strategy: 0.65%.
Fees are negotiable for larger amounts and under special circumstances.
Location
9030 Stony Point Parkway, Richmond, VA, 23235
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2014Other Business Activities
Palmer is involved with several organizations, including FirstStreet (Technobrands), Mary Parsons Foundation, Randolph College Investment Committee, St. Mary's High School Investment Committee, Tom Haiggai Foundation, Virginia Foundation of Independent Colleges (VFIC), and Xenith Bank, primarily in director or trustee roles overseeing investment portfolios and financial matters. These activities require minimal time commitment, except for VFIC, which requires a few days per month.
Employment History
Current Registrations
Silvercrest Asset Management Group LLC
Previous Registrations
Cary Street Partners
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.