Firm
Palisade Capital Management
Fort Lee, New Jersey
Fee-only
Palisade Capital Management at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 12 advisors are listed here; 2 of 12 hold the CFP.
- Its Form ADV reports 42 employees and 1,577 individual clients, 508 of them high net worth.
- Its average account is about $1.7 million (assets it manages divided by its 2,253 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Fort Lee, New Jersey |
|---|---|
| Website | palisadecapital.com |
| Phone | (201) 585-7733 |
Palisade Capital Management fees
Palisade Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $3.9 billion |
| Individual clients | 1,069 |
| High-net-worth clients | 508 |
| Accounts managed | 2,253 |
| Employees | 42 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-48401) |
| Financial planning | Offered |
| Form ADV filed | July 31, 2026 |
| SEC record | CRD 104581 |
Advisors at this firm (12)
Other fee-only firms in New Jersey
- Panorama Financial · Fair Lawn
- Paradigm Wealth Management · Bridgewater
- Parisi Capital · Stirling
- Parisi Gray Wealth Management · Mendham
- Penta Capital Strategies · Livingston
- Plan2prosper LLC. · Andover
- Pleasantdale Wealth Management · Hackettstown
- PortSalus Wealth Management · Metuchen