Larry Palmer
Larry Palmer is a CFP-designated registered investment advisor at Prime Capital Financial, based in San Diego, CA, with 32 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 23,965 clients with $39B 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 | 1.50% |
Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.
Fee Estimator
Location
2550 5th Ave - Suite #709, San Diego, CA, 92103
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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
Larry works as a Certified Financial Planner and is a trustee of the Palmer Family Trust. He is also involved with CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC. Larry also sells life insurance products and fixed insurance products, dedicating about 10-20% of his time to these activities.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
20/20 Capital Management, INC
Private Client Services, LLCBroker
20/20 Capital Management, INC
Ameritas Investment CORP
Ameritas Investment Company, LLCBroker
The Advisors Group, INC.
The Advisors Group, 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.
Exams
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