Palm Valley Capital Management

Fee-Only (% of Portfolio)

Palm Valley Capital Management provides investment management services to individual client accounts, using an absolute return approach focused on small capitalization stocks. They also manage the Palm Valley Capital Fund, a mutual fund, using the same investment strategy. Palm Valley focuses on achieving attractive risk-adjusted returns over a market cycle rather than outperforming a specific benchmark. They do not tailor their advisory services to the individual needs of specific clients, but will consider reasonable restrictions.

Assets Under Management$280M
Clients1
Advisors2
Avg. per Client$280M
Avg. per Advisor$140M

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

2 Advisors at this firm