Palmer Wealth Management LLC
Palmer Wealth Management LLC (CRD# 286692) is a financial advisory firm headquartered in Prairieville, LA. They manage $30,000,000 in 100 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Palmer Wealth Management LLC
By the Numbers
-
Total Assets Under Management30MILLION
-
Total Number of Accounts100ACCOUNTS
-
Average Account Value$300,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Palmer Wealth Management LLC
1
Fred Palmer (CRD# 1755884) is an Investment Advisor Representative working at Palmer Wealth Management LLC in Prairieville, LA and has over 28 years of experience in the finance industry.
2
Nicole Palmer (CRD# 2255107) is an Investment Advisor Representative working at Palmer Wealth Management LLC in Prairieville, LA and has over 30 years of experience in the finance industry.
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