Coker & Palmer
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
About This Firm
Coker & Palmer, Inc. provides continuous investment advice based on individual client needs, managing accounts on a discretionary or non-discretionary basis. They also offer financial planning services, creating detailed plans to help clients achieve their financial goals. They also offer advisory management services through Manager Selection Programs.
Fee Structure
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
Location
1667 Lelia Drive, Jackson, MS, 39216