Palmer Jones is a CFP-designated registered investment advisor at Palmer Jones & Associates, INC., based in Bluffton, SC, with 19 years of industry experience. Palmer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 35 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Palmer Jones & Associates bases its fees on hourly charges. They invest assets primarily in no-load or very low-load mutual funds, exchange-traded funds, equities and bonds usually through discount brokers.
Location
Bluffton, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Palmer Jones & Associates, INC.
State Registrations1 state
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