Jaime Palmer is a registered investment advisor at View Capital RIA, LP, based in Dallas, TX, with 27 years of industry experience. Jaime operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 1 more. Their firm serves 169 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
View Capital RIA offers investment management through its View Capital Advisory Program (VCAP). The annual fees are based on a percentage of the assets they manage, but generally are not above 2.5%. A $1,000 minimum annual fee applies to any advisory account. The fee is negotiable between View Capital RIA and the client at either a blended rate or a flat fee. If you invest in a non-affiliated asset investment manager, that manager will charge a separate fee for their services.
Location
2727 N. Harwood Street, Suite 225, Dallas, TX, 75201
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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.
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Jaime is a consultant and shareholder of Blue Jay Wireless, dedicating nearly full-time hours to the company since 2014. Jaime is also a manager and board member of Alive Fitness and Wellness Group, spending minimal time providing advisory services.
Employment History
Current Registrations
View Capital RIA, LP
Previous Registrations
Vca Securities, LPBroker
Bluffview RIA, LP
Deutsche Bank Securities INC.Broker
Deutsche Bank Securities INC.
Db Alex. Brown LLCBroker
Bear, Stearns & CO. INC.Broker
Painewebber IncorporatedBroker
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.