What are the costs?

We are permitted to charge a performance-based fee or allocation to clients that are “qualified clients”.  Management fee is 3/4% quarterly.  Performance fee is 24% of annual gains with high water mark.

For accounts between $1,000,000 < $4,999,999

Management fee (1.7%)  Performance fee (17%)

Negotiated fees are available for accounts over $5,000,000.

A qualified client is:


(i) any person or entity that immediately after entering into the advisory contract has $1,000,000 under management with PCG;



(ii) any person or entity that we reasonably believe, immediately prior to entering into the advisory contract, either has a net worth of more than $2,000,000 or is a “qualified purchaser” .

Disclosure: Interactive Brokers LLC is not affiliated with and does not endorse or recommend Palm Capital Group LLC. Interactive Brokers provides execution and clearing services to customers of Palm Capital Group LLC. For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.