Palmer White is a CFP-designated registered investment advisor at Life Line Wealth Management LLC, based in Houston, TX, with 1 years of industry experience. Palmer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 97 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The standard annual fee is 1.0% of total assets under management, which may be negotiated 0.5% higher or lower depending on the client's needs.
Fee Estimator
Location
24 Greenway Plaza, Suite 1800, Houston, TX, 77046
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 →Employment History
Current Registrations
Life Line Wealth Management LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
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
More Advisors
- Lauren Smith, CFPConcurrent Investment Advisors, LLC
- Thomas Hunt, CFAEagle Global Advisors LLC
- Bernardo Fernandez, CFAGfs Advisors LLC
- Paraskevi Porsch, CFPCetera Investment Advisers LLC
- Matthew Nerz, CFA
- John Hinrichs, CFPCeltic Capital Corporation