Michael Palmer is a CFP-designated registered investment advisor at Ark Royal Wealth Management LLC, based in Raleigh, NC, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 98 clients with $140M 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 | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.40% |
Fee Estimator
Contact
Michael Palmer
Location
2700 Wycliff Road, Suite 360, Raleigh, NC, 27607
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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 →Employment History
Current Registrations
Ark Royal Wealth Management LLC
Previous Registrations
Woodward Financial Advisors, INC.
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.
Exams
Additional Information
Mike Palmer has over twenty-five years of experience in the trust and financial services field including senior management positions at Central Carolina Bank, First Union National Bank and Trust Company of the South. Mr. Palmer is a graduate of the University of North Carolina at Chapel Hill and is a CERTIFIED FINANCIAL PLANNER™ professional.