Two Palms Financial provides financial planning, investment portfolio management, and business strategy services. Financial planning includes ongoing comprehensive planning and project-based planning. Portfolio management is available alongside ongoing financial planning. Business strategy services are for business owners. Two Palms Financial generally employs long-term buy-and-hold passive investment strategies.
Assets Under Management$17M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.85% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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