About Palm Capital Management
Palm Capital Management is a financial planning and investment advisory firm (a d/b/a of Dynamic Wealth Advisors CRD #151367). Our firm specializes in the management of investment accounts for individuals, families, and small businesses. We are independent fiduciary financial advisors, therefore legally obligated to act in the best interests of our Clients at all times.
See Disclosures
General Information
Firm Start Year
2017
No. of Employees
5-9
CRD#
6259423
Firm CRD#
151367
Insurance License#
0174353
States Licensed in
All
Years of Experience in Financial Services
16
Number of Years with Current Firm
8
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning for Individuals, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 65
Insurance and Annuity Licenses
Life, Long Term Care, Health
Financial Organization Memberships
Financial Planning Association (FPA)
Firm Information
Advisor's Number of Clients
100+
Advisor's Number of Managed Clients
100+
Advisor's Number of Planning Clients
100+
Total Assets Under Management by Advisor
$250,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets
Additional Details on Charges
Annual fee ranges from 0.50% - 1.50%.
Education
Bachelor of Arts - Communications
University of San Diego
09/2002 -05/2006
Master in Business Administration - Finance
Pepperdine University
09/2010 -05/2012
Disclosures
See https://www.palmcm.com for disclosure.
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1885046/financialplanners-Palm-Capital-Management-detailed-disclosure.html
Disclaimer
See https://www.palmcm.com for disclosure.