Palisade Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Palisade Wealth Management provides customized discretionary investment management primarily to individual clients, including both high-net-worth and non‑HNW households, through separate managed accounts. The firm focuses on publicly traded equities and fixed-income securities and generally charges fees based on a percentage of assets under management.
The firm’s process emphasizes asset allocation informed by Modern Portfolio Theory and uses quantitative models and portfolio optimization to establish medium- to long-term allocations tailored to each client’s age, family situation, financial needs, and tax circumstances. Portfolios typically include individual stocks, bonds, ETFs, mutual funds, and cash, and tax attributes of holdings are considered in portfolio construction.
A distinctive feature disclosed in the brochure is an affiliation with an independent law practice operated by a firm principal; the adviser may refer clients to that law firm without receiving referral compensation, a relationship the firm notes could create a conflict of interest. The advisory team’s mix of legal, engineering, and technology experience, along with a non‑management representative who holds life and disability insurance licenses, is an atypical combination for a supported RIA managing roughly $133 million for about 141 clients.
Client services
Expertise
Occupation focus
Fee options
$0 - $50,000: 2.0% $50,001 - $100,000: 1.8% $100,001 - $250,000: 1.6% $250,001 - $500,000: 1.4% $500,001 - $1,000,000: 1.2% $1,000,001 - $2,000,000: 0.9% $2,000,001 - $3,000,000: 0.8% $3,000,001+: 0.7%
Fee-only: Negotiable fee based on a percentage of assets under management according to tiered schedule
Main office
See office12231 S 900 E
Draper UT 84020
Advisors at this office
1
Offices (3)
Most active in
California · Colorado · Texas · Utah
Also doing business as
Jacobs Equity · Palisade Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Cam M
Series 63, Series 65
Draper, UT
Palisade Wealth Management
Cam Mcclellan is a financial advisor at Palisade Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ailsa Capital Inc, Omni Investment Advisors Inc, and Foothill Securities, Inc. Palisade Wealth Management offers discretionary investment management primarily to individual clients, using a quantitative approach informed by Modern Portfolio Theory to tailor portfolios that include equities, fixed income, ETFs, mutual funds, and cash based on clients’ financial situations and tax considerations.
Phillip S
Series 65
Broomfield, CO
Palisade Wealth Management
Phillip Sharp is an Investment Advisor Representative at Palisade Wealth Management with one year of industry experience. Prior to transitioning into financial advising, he held roles at Google and Glance Networks. Outside of his advisory work, he is the creator and sole proprietor of scripturefix.com, an e-commerce business. Palisade Wealth Management provides customized, discretionary investment management primarily for individual and high-net-worth clients, focusing on publicly traded equities and fixed-income securities. The firm constructs portfolios with a medium- to long-term orientation tailored to clients’ specific financial situations and uses quantitative portfolio-optimization models.
Jeffrey J
Series 65
Draper, UT
Palisade Wealth Management
Jeffrey Jacobs is a financial advisor at Palisade Wealth Management with 18 years of industry experience. He holds a Series 65 designation and has been working at Jacobs Equity since 2009. In addition to financial advising, he occasionally provides tax-related legal services to individuals and businesses. Palisade Wealth Management offers customized discretionary investment management primarily to individual clients, including both high-net-worth and non-high-net-worth households. The firm employs asset allocation strategies based on Modern Portfolio Theory and uses quantitative models to tailor medium- to long-term portfolios considering each client’s financial and tax circumstances.
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