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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Pathway
- Established Date
- 04-18-2000
- Office Locations
- 1
Office Locations
About Crossplan Money Management
CrossPlan Money Management (Palm Investments LLC) is an independent Seminole, FL RIA founded in 1987 serving clients nationwide. The firm manages individual accounts—typically discretionary—supplemented by institutional strategists, alongside tax management, retirement and income planning, estate strategies, insurance/annuity guidance, and college savings. Compensation is primarily advisory fees (not commissions), with programs like a 401(k) Review/Second Opinion; custody includes Schwab.
Team overview
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Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
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Owner & Executives
JOHN RANDOLPH PALM
Chief Compliance Officer, Managing Member, Owner
- CRD
- #1185127
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,802,108 | $70,175 |
| Non-Discretionary | $0 | $45,070 |
| Total | $64,802,108 | $56,250 |
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Separately Managed Accounts
Total SMA Asset: $64,802,108
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $690,944,389 | 17.5% |
| Public Funds | $900,201,832 | 22.8% |
| U.S. Government/Agency | $1,066,028,485 | 27.0% |
| Cash | $521,169,482 | 13.2% |
| Corporate - Investment Grade | $769,909,461 | 19.5% |
| Total | $3,948,253,649 | 100.0% |