Coker & Palmer is a registered investment advisor based in Mississippi that offers continuous and non-continuous investment portfolio management, manager selection programs, and comprehensive financial planning. The firm develops personal investment policies based on client goals, risk tolerance, and time horizons, managing accounts on both a discretionary and non-discretionary basis. Coker & Palmer's investment recommendations cover a wide range of securities, including exchange-listed stocks, corporate debt, municipal securities, mutual funds, exchange-traded funds, and options contracts. Additionally, the firm offers financial planning services that address personal budgets, tax and cash flow analysis, investment alternatives, insurance coverage, retirement strategies, and estate planning. Management personnel are also licensed as registered representatives of an affiliated broker-dealer, through which they can execute securities transactions and earn separate commissions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fees generally range from 0.50% to 2.50% of assets under management and are negotiable on a client-by-client basis.