Fred Palmer
Fred Palmer is a CFP, PFS-designated registered investment advisor at Palmer Wealth Management LLC, based in Prairieville, LA, with 37 years of industry experience. Fred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 46 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees may be negotiable for accounts over $10,000,000. Accounts within the same household may be combined for a reduced fee. When using sub-advisors, the client will pay additional fees that range between .15% - 1.0% depending on the account value, investment style and types of securities used. For SEI assets, PWM charges an annual investment advisory fee based on the total assets under management as follows: First $1,000,000 .90% Next $2,000,000 .75% Next $2,000,000 .65% Next $5,000,000 .50% Over $10,000,000 Negotiable
Fee Estimator
Location
17531 Old Jefferson Highway, Suite B, Prairieville, LA, 70769
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2004Other Business ActivitiesSells Insurance
Fred owns Fred Palmer Consulting, LLC, a non-investment related business providing JD/CPA/Business consulting services, dedicating minimal time. Fred is also a sole proprietor working as an insurance agent, dedicating minimal time.
Employment History
Current Registrations
Palmer Wealth Management LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
American General Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Hartford Equity Sales Company INC.Broker
Nylife Securities INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations2 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.