William Palmer is a registered investment advisor at Coyle, based in Fort Myers, FL, with 16 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 439 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees are negotiable for accounts over $50,000,000. Subject to a minimum annual fee of $10,000.
Fee Estimator
Location
12381 S Cleveland Ave., Suite #200, Fort Myers, FL, 33907
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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.
Learn about disclosures →Other Business Activities
William owns rental property in Georgia, managed by a property management company, and is a board member for both Candlelighters of SWFL and FGCU Planned Giving/Advancement. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Coyle
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
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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