William Palmer Associates, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
William Palmer Associates, LLC provides discretionary investment management and complimentary financial planning to individual clients. The firm also serves institutional clients including pension and profit‑sharing plans, qualified retirement plans, trusts, foundations and small businesses, and offers participant education and pension consulting as part of those services.
The firm's investment approach is rooted in Modern Portfolio Theory and emphasizes long‑term, buy‑and‑hold asset allocation implemented primarily with broadly diversified, passively managed mutual funds and ETFs; written investment policy statements and Monte Carlo analysis are used to tailor allocations to client goals. For certain mandates the firm employs third‑party model portfolios and sub‑advisors — including Focus Partners Advisor Solutions and DFA funds for research and portfolio models — and may retain specialized fixed‑income managers for separate bond portfolios.
What distinguishes the firm is the combination of retail wealth management with employee benefit and pension consulting services, an offering that is relatively uncommon among similarly sized independent advisors. The firm also integrates third‑party model portfolios and discretionary sub‑advisors into client accounts and has a formal business continuity and succession arrangement with its sub‑advisory partner, which may be atypical for a small advisory practice.
Client services
Expertise
Fee options
$0 - $999,999: 0.90% $1,000,000 - $1,999,999: 0.80% $2,000,000 - $2,999,999: 0.70% $3,000,000 - $3,999,999: 0.60% $4,000,000 - $4,999,999: 0.50% $5,000,000+: 0.40%
Main office
Englewood CO
Advisors at this office
1
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
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