Palmer Jones & Associates offers personalized financial planning and investment management. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Palmer Jones & Associates is a fee-only firm and does not sell commissioned products.
Assets Under Management$93M
Clients35
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$93M
Fee Structure
Investment management only (planning not offered)
Palmer Jones & Associates bases its fees on hourly charges. They invest assets primarily in no-load or very low-load mutual funds, exchange-traded funds, equities and bonds usually through discount brokers.
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