David Palmer
David Palmer is a registered investment advisor at Wealth Management Partners of Michigan, LLC, based in Ann Arbor, MI, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 50 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Management Partners of MI (WMP) works with third-party portfolio managers. Your fees are based on the market value of your account and are directly deducted from your account. The total fee depends on the third-party manager you use. WMP is compensated by sharing a portion of the investment advisory fees charged by these firms.
Details vary depending on whether you use Matson Money or Efficient Advisors. You will also pay fees charged by the mutual funds and exchange-traded funds in your portfolio.
Location
Ann Arbor, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is an officer (Corporate Secretary) in his wife's business, Palmer Productions Group Inc., but only in name. State law requires at least two officers for an incorporated business.
Employment History
Current Registrations
Wealth Management Partners of Michigan, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.