Kelly Lynch-Moloney is a CFP-designated registered investment advisor at Palisade Capital Management, LP, based in Fort Lee, NJ, with 4 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,958 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Palisade Capital Management charges an annual investment management fee based on a percentage of your portfolio's value. The specific percentage varies depending on the investment strategy and the amount you invest.
For private wealth management accounts, the fee is:
- 1.25% on the first $10 million
- 1.00% on the next $10 million
- 0.90% on the next $10 million
- 0.75% on the next $10 million
- 0.60% on the balance over $40 million
Fees are typically charged each quarter. Minimum account sizes apply and are negotiable.
Location
1 Bridge Plaza North, Suite 1095, Fort Lee, NJ, 07024-7102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Palisade Capital Management, LP
Previous Registrations
Orange Investment Advisors, INC.
State Registrations8 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.