Phillip Palmer
Phillip Palmer is a registered investment advisor at Thepartners Wealth Management, based in Carmel By the Sea, CA, with 25 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,276 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ThePARTNERS charges an annual fee based on the value of your investments. This fee can be up to 2.99%, depending on the amount you invest, the complexity of services, and your overall relationship with ThePARTNERS. You may also pay a platform fee of up to 0.25% annually for wrap fee program accounts, covering transaction fees and reporting. Additional fees may apply for third-party model providers or outside managers, potentially reaching up to 1% annually.
Location
Nw Corner Ocean Avenue and Mission Street, Second Level, Carmel By the Sea, CA, 93921
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 ActivitiesSells Insurance
Phillip is involved in several business activities, including Ash Creek Financial Advisors for life insurance and fixed annuity commissions, P & K Palmer Financial Services as a pass-through entity, Stadium Plaza LLC for real estate, and Gila Valley Financial LLC as a 50% owner. Phillip is also a self-employed insurance agent selling fixed life, health, and annuity products, and volunteers as a treasurer for Thatcher High School Booster Club.
Employment History
Current Registrations
Thepartners Wealth Management
Previous Registrations
Scf Investment Advisors, INC.
Global View Capital Management, LTD
Purshe Kaplan Sterling InvestmentsBroker
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Investment Advisors International, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations4 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.