Top financial advisors in Seminole, FL
We’ve curated a list of the best financial advisors in Seminole, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$49,064,408
Number of advisors
4 advisors
| $49,064,408 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Seminole, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Seminole. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Crossplan Money Management
Palm Investment Strategies, LLC, operating as CrossPlan® Money Management, was founded by Paul G. Palm in 1989 as a fee-for-service registered investment advisor. The firm offers Portfolio Management and Portfolio Monitoring services, with assets under management totaling $39,368,863 for discretionary accounts and $6,375,982 for non-discretionary accounts as of January 1, 2018. The firm's mission is to simplify investment options and implement strategies to maximize wealth while minimizing risk. The firm offers various investment programs, including CrossPlan® Sector Momentum, CrossPlan® Relative Strength Allocation, CrossPlan® Customized Fixed Income Accounts, CrossPlan® Dividend & Growth, CrossPlan® All-Cap Value - Concentrated, and CrossPlan® Customized Portfolios. These programs have different account minimums and annual fees ranging from 1.50% to 2.50%. Clients have the option to grant investment discretion to the firm, allowing them to buy and sell securities on their behalf. The firm does not vote client proxies and does not participate in class action lawsuits on behalf of clients. The firm's principal executive officers and management persons are detailed in the Brochure Supplements. The firm's advisors, including John R. Palm, Brad R. Graham, and Allan J. Sansotta, are licensed insurance agents and may earn commissions from insurance sales. The firm's advisors do not receive additional compensation based on sales or referrals. The firm's compliance officer oversees regulatory compliance, and the firm has no disciplinary events to report.
$49,064,408 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Seminole, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Seminole. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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