Atwood & Palmer Inc is a Kansas City-based financial firm that prioritizes transparency in its services, openly displaying its fee schedule to ensure clients are well-informed about their investments. With a minimum client investment of $2 million, the firm offers market value taxable and tax-exempt account management, with fees calculated quarterly based on the average daily market value of the preceding three months.
With a commitment to providing clarity and accountability, Atwood & Palmer Inc allows clients to terminate their advisory agreement at any time, with prorated fees due as of the termination date. The firm offers negotiable fees for accounts exceeding $10 million, and clients have the option to have fees charged directly or deducted from their account.
Generated from the website