Assets Under Management
$244.1M
Number of Clients
432
Number of Advisors
7
Average Client AUM
$565K
AUM per Advisor
$34.9M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Coker & Palmer, Inc. provides continuous investment advice based on individual client needs, managing portfolios on a discretionary or non-discretionary basis. They also offer financial planning services, including a comprehensive evaluation of a client's current and future financial state. They also offer manager selection programs.
1667 Lelia Drive, Jackson, MS, 39216