Palmetto Wealth Management, LLC
Palmetto Wealth Management, LLC (CRD# 150648) is a financial advisory firm headquartered in New Albany, OH. They manage $21,669,296 in 80 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts80ACCOUNTS
Average Account Value$270,866
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH, SC, TX
John Gustafson (CRD# 2318657) is an Investment Advisor Representative working at Palmetto Wealth Management, LLC in New Albany, OH and has over 25 years of experience in the finance industry.