JC

Julie Coopwood Carpenter

41 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
432 clients
Average Client Portfolio
$565K average
Assets Under Management
$244.1M

Fee Structure

Minimum Investment:$100K
Financial Plan Fee:$500 - $10,000

Investment Supervisory Services and Portfolio Management Services fees range from 0.50% to 2.50% of assets under management. A minimum of $100,000 of assets under management is required for these services, but this may be negotiable. Financial planning fees range from $500 to $10,000, depending on the complexity of the client's circumstances. Management personnel may receive commissions from implementing transactions, but these are offset against advisory fees.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
Loading...

Advisor Information

Office location

1667 Lelia Drive, Jackson, MS, 39216

Get directions
Regulatory History
Clean regulatory record

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
Coker & Palmer Broker
April 2009 - Present · 16 yrs 9 mos
Coker & Palmer
April 2009 - Present · 16 yrs 9 mos
Previous Registrations
Citigroup Global Markets INC.
October 2007 - May 2009 · 1 yr 7 mos
Citigroup Global Markets INC. Broker
February 2006 - May 2009 · 3 yrs 3 mos
Legg Mason Wood Walker, IncorporatedBroker
March 1999 - February 2006 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
January 1984 - March 1999 · 15 yrs 2 mos
State Registrations16 states
ALCADCFLGAILLAMDMSNCNYORTNTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.