Claire Friedrichs is a registered investment advisor at Coker & Palmer, based in New Orleans, LA, with 33 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 432 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Coker & Palmer charges an annual fee based on a percentage of the assets they manage for you. The fee generally ranges from 0.50% to 2.50%. A minimum of $100,000 is required to use this service, but this may be negotiable.
Location
400 Poydras, Suite 2100, New Orleans, LA, 70130
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
August 2021Customer Dispute
June 2012Customer Dispute
June 2001Other Business Activities
Claire is a partner and business owner at Friedrichs Taylor LLC since 2013, an investment-related business. She spends minimal time on this activity, primarily collecting rent.
Employment History
Current Registrations
Coker & PalmerBroker
Coker & Palmer
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.Broker
Howard, Weil, Labouisse, Friedrichs INC.Broker
State Registrations3 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.