James Palmer
James Palmer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Austin, TX, with 35 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
108 Wild Basin Rd S Ste 250, Austin, TX, 78746
Get directionsHistory
Regulatory History (1)
Judgment / Lien
October 2014Other Business Activities
James serves as an expert witness in his capacity as a financial advisor since 2022, dedicating minimal time. He also provides financial plan production services since 2017, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations9 states
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.
Exams
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