EC
CFA
EC
CFA

Eric Cinnamond

7 Years of Experience
Jacksonville Beach, FL

Eric Cinnamond is a CFA-designated registered investment advisor at Palm Valley Capital Management, based in Jacksonville Beach, FL, with 7 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $280M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
1 client
Average Client Portfolio
$281.6M average
Assets Under Management
$281.6M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10M+1.00%

Fees negotiable for accounts over $10,000,000, but not to exceed 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

422 Jacksonville Drive, Jacksonville Beach, FL, 32250

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Palm Valley Capital Management
February 2019 - Present · 7 yrs 2 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.