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Lee Palmer

Ameriprise Financial Services, LLC
28 Years of Experience
Baton Rouge, LA
1 DisclosureBroker
View SEC Summary
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Lee Palmer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Baton Rouge, LA, with 28 years of industry experience. Lee is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8201 Village Plaza Court, Ste 2B, Baton Rouge, LA, 70810

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2003
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Lee has business ownership in "other" ventures since 2010 and 2008, dedicating minimal time to each. Lee also owns real estate since February 2024, but spends no time on it.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2006 - Present · 20 yrs
Ameriprise Financial Services, LLC
February 1998 - Present · 28 yrs 8 mos
Ameriprise Financial Services, LLCBroker
February 1998 - Present · 28 yrs 8 mos
Previous Registrations
Ids Life Insurance CompanyBroker
February 1998 - July 2006 · 8 yrs 5 mos
State Registrations23 states
ALARAZCACOFLGAKSKYLAMAMEMOMSNCNJNYOHOKPASCTNTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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