Palmetto Retirement Specialists, LLC

Overview

Palmetto Retirement Specialists, LLC is a small, individually owned advisory firm that focuses on financial planning and the selection of other investment advisers for clients. The firm describes itself as a capital allocator and charges clients on hourly and fixed-fee bases (along with unspecified "other" fee arrangements). It does not position itself as a pension consultant, a related adviser, or a multistate adviser, and it reports that environmental, social, and governance factors are not part of its active investment approach. The company is organized as a limited liability company and maintains an affiliation with an insurance company, suggesting a distribution or partnership relationship with an insurer rather than independence under a different corporate sponsor. The SEC registration year is not specified.

Investments & Alternatives

Location & Offices