Bernard Picchi is a CFA-designated registered investment advisor at Palisade Capital Management, LP, based in Fort Lee, NJ, with 14 years of industry experience. Bernard 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
Assets Under Management
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 →Other Business Activities
Bernard is a Director at Mercer International, a manufacturer, since 2013, dedicating a few hours per week. He leads the Compensation and Human Resources Committee of the Board.
Employment History
Current Registrations
Palisade Capital Management, LP
State Registrations10 states
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