Palisade Capital Management LLC

Wealth Management Firm in Fort Lee, NJ

Firm Info
Address: 1 Bridge Plaza N, Fort Lee, NJ 07024, USA
Phone: (201) 585-7733

Firm Size
Assets Under Management: $5.5 billion
# of Advisors: 17
# of Clients: 1,925
Client to Advisor Ratio: 113:1
Average Account Size: $2.9 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management Investment Company
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Investment Companies
  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Other Investment Advisors
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Performance-based Fees

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Palisade Capital Management LLC Overview

Palisade Capital Management LLC is a registered investment advisory firm that has been providing investment advice since 1995. Based in Fort Lee, NJ, Palisade Capital Management LLC offers fee-based financial planning services and portfolio management for individuals, small businesses, businesses, and institutional clients. In addition, the firm provides selection of other advisors services. As a commodity pool operator/advisor, Palisade Capital Management LLC offers portfolio management of pooled investment vehicles. The firm also provides portfolio management for wrap account, SMA, and UMA programs and is committed to delivering comprehensive investment solutions tailored to meet the unique needs of their clients.

Palisade Capital Management LLC provides investment management services to a diverse range of clients, including individuals, high net worth individuals, investment companies, pooled investment vehicles, pension or profit sharing plans, charitable organizations, state or municipal government entities, other investment advisors, insurance companies, and other types of corporations. The firm tailors its investment strategies to meet the specific needs and objectives of each client, taking into account their unique risk tolerance, time horizon, and investment goals. Palisade Capital Management LLC offers flexible fee structures that vary depending on the services provided. For clients seeking traditional investment management services, the firm charges a percentage of assets under management (AUM) based on a tiered fee schedule. For clients engaging in a performance-based fee arrangement, the firm charges a fee based on the performance of the portfolio, typically calculated as a percentage of the portfolio's excess return. The firm also offers customized fee arrangements for clients seeking special services or unique investment solutions. Palisade Capital Management LLC strives to maintain transparency and integrity in all its fee arrangements, ensuring that clients are fully informed and comfortable with their investment management costs.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure of PALISADE CAPITAL MANAGEMENT LLC mentions that they have minimum account size requirements, but these are negotiable and may be waived at their discretion. This means that there is no fixed investment minimum that is applicable to all clients and the firm's minimum account size requirements are likely to differ among clients.

How This Office Can Help Fort Lee, NJ Residents

Palisade Capital Management LLC offers a range of financial services to assist clients in Fort Lee, NJ. With a team of experienced financial advisors, they offer personalized solutions tailored to individual clients' needs. Whether it is retirement planning, tax planning, or investment management, they provide comprehensive support to help clients meet their financial goals in the long term. Living in Fort Lee, NJ, clients may face unique financial situations such as managing taxes related to high property values or planning for retirement in a high-cost-of-living area. Palisade Capital Management LLC has experience working with clients in Fort Lee and surrounding areas and can offer guidance and support to navigate these challenges. Additionally, with a strong focus on risk management, they can help clients protect their assets and investments in a volatile market. Palisade Capital Management LLC is committed to helping clients achieve financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for Palisade Capital Management LLC, visit their Part 2 Brochure.

Services Offered by Palisade Capital Management LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Palisade Capital Management LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Performance-based Fees
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1 Bridge Plaza N, Fort Lee, NJ 07024, USA
Phone (201) 585-7733
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 1 BRIDGE PLAZA NORTH, SUITE 1095, FORT LEE, NJ 07024-7102, United States

This firm has no other locations.

State Registrations

Palisade Capital Management LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Palisade Capital Management LLC does not have any disclosures. Please visit it's Form ADV for more details.