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Jeffrey Hamilton Palmer

Gries Financial Partners

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About Jeffrey Hamilton Palmer

Jeffrey Hamilton Palmer is an investment advisor representative at Gries Financial Partners. He is also an investment advisor representative at Logix Investments LLC and Bull Harbor Capital LLC. Jeffrey has been in the industry since May 1989. Jeffrey has passed the Uniform Investment Adviser Law Examination. Jeffrey is registered as an Investment Advisor Representative in Ohio and Maryland.

Firm Information

Jeffrey Palmer is currently registered with Gries Financial Partners. Gries Financial Partners is a Cleveland, OH-based investment advisory firm with approximately $1.28 billion in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, as well as personal trustee services, bill pay, and tax prep assistance. Their client base includes high-net-worth individuals, corporations, charitable organizations, and pension plans.
Gries Financial Partners

1801 E NINTH STREET STE 1600

CLEVELAND, OH 44114

$1.28B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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personal trustee services, bill pay, and tax prep assistance

Personal trustee services, bill pay, and tax prep assistance

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Personal trustee services, bill pay, and tax prep assistance

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Jeffrey Palmer’s Registration & Firm History

OH

01/10/2000 - Present

Gries Financial Partners (CLEVELAND OH)

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Licenses & Designations

IA

Issued 12/30/1999

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Hamilton Palmer.
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