Nicole Palmer
Nicole Palmer is a CFP-designated registered investment advisor at Palmer Wealth Management LLC, based in Prairieville, LA, with 31 years of industry experience. Nicole 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
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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 ActivitiesSells Insurance
Nicole is a sole proprietor involved in fixed insurance sales as an insurance agent since 2017. This activity is investment-related.
Employment History
Current Registrations
Palmer Wealth Management LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Citigroup Global Markets INC.Broker
Hibernia Investments, L.L.C.Broker
Waterhouse Securities, INC.Broker
First Investors CorporationBroker
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.