LG

Loreli Ann Ghee

32 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
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Advisor Information

Office location

1667 Lelia Drive, Jackson, MS, 39216

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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.

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Employment History
Current Registrations
Coker & Palmer Broker
August 2016 - Present · 9 yrs 5 mos
Coker & Palmer
August 2016 - Present · 9 yrs 5 mos
Previous Registrations
Morgan Stanley
April 2013 - August 2016 · 3 yrs 4 mos
Morgan Stanley Broker
April 2013 - August 2016 · 3 yrs 4 mos
Morgan Stanley
June 2009 - February 2013 · 3 yrs 8 mos
Morgan Stanley Broker
June 2009 - February 2013 · 3 yrs 8 mos
Citigroup Global Markets INC.
October 2007 - June 2009 · 1 yr 8 mos
Citigroup Global Markets INC. Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
December 1999 - February 2006 · 6 yrs 2 mos
U.S. Bancorp Piper Jaffray INC. Broker
September 1996 - November 1999 · 3 yrs 2 mos
Broker Dealer Financial Services CORP.Broker
February 1993 - September 1996 · 3 yrs 7 mos
Dickinson & CO.Broker
February 1993 - March 1993 · 1 mo
State Registrations1 state
MS
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Loreli Ann Ghee - Financial Advisor | AdvisorDiscover