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
2010
No. of Employees
10-19
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
5
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, 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+
Assets Managed by Advisor
$170mm
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
The material in the website has been distributed for informational purposes only, and is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission. Alano D. Massi is an Investment Advisor Representative with Dynamic Wealth Advisors d/b/a Palm Capital Management. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website by searching under CRD #151367. Insurance sales are considered an outside business activity and Mr. Massi does not act in an investment advisory representative role when recommending these outside services. Palm Education Planning LLC is not owned or legally affiliated with Dynamic Wealth Advisors. The activities conducted by this entity is considered a separate business activity and not part of the investment advisor services offered through Dynamic Wealth Advisors.
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1885046/financialplanners-Palm-Capital-Management-detailed-disclosure.html