Palisade Capital Management offers investment management services on a discretionary basis to institutions and individuals. Palisade manages small cap core equity, SMID cap core equity, focused equity, convertible securities, and short duration bonds. Palisade also offers private wealth management services, including financial planning. Palisade provides sub-advisory services to mutual funds and collective investment funds. Palisade also manages a private hedge fund.
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.