Lee Palmer
Lee Palmer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Baton Rouge, LA, with 28 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
8201 Village Plaza Court, Ste 2B, Baton Rouge, LA, 70810
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2003Other 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
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations22 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.