Pamela Plick
Pamela Plick is a CFP-designated registered investment advisor at Pamela Plick Wealth Management LLC, based in Palm Desert, CA, with 18 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 4 clients with $130K 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 | 1.25% |
Charges the greater of $1,000 or 1.25% per year, with the $1,000 minimum not exceeding 3% of the account value. Fees are negotiable.
Fee Estimator
Location
44489 Town Center Way, Suite D #472, Palm Desert, CA, 92260
Get directionsHistory
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 Activities
Pamela provides financial counseling for military personnel and money coaching for educational purposes. She spends minimal time on financial counseling and about 10-20% of her time on money coaching.
Employment History
Current Registrations
Pamela Plick Wealth Management LLC
Previous Registrations
Pamela Plick Wealth Management LLC
Edward Jones
State Registrations1 state
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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