Matthew Palmer
Matthew Palmer is a registered investment advisor at Intellicents Investment Solutions INC, based in Albert Lea, MN, with 3 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,093 clients with $7.4B 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 | 1.50% |
Fee Estimator
Location
100 North Broadway, Albert Lea, MN, 56007
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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
Matthew co-owns Rooftop Inspections, dedicating a few hours per week to inspecting rooftops. He also works as a CrossFit coach, spending a few hours per week leading and instructing members.
Employment History
Current Registrations
Intellicents Investment Solutions INC
State Registrations1 state
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