How does the advisor help clients – Key Takeaways:
COKER & PALMER is a reputable financial firm that provides expert advice and guidance to their clients. With years of experience and a team of knowledgeable advisors, they are able to offer a wide range of financial services to help individuals and businesses reach their financial goals. Their fees and compensation structure is transparent and they strive to maintain a strong reputation in the industry.
Facts and Insights
COKER & PALMER was founded in 2005 and has been in business for over 15 years. The firm has over $500 million in assets under management and a team of 10 experienced financial advisors. They have a client retention rate of 95%, showcasing their strong commitment and ability to provide top-notch financial advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
COKER & PALMER offers a wide range of financial services to meet the diverse needs of their clients. Some of their key services include financial planning, investment management, retirement planning, tax planning, estate planning, and risk management. They also provide personalized solutions to address specific financial goals and needs of their clients.
Client Types
COKER & PALMER caters to a variety of clients including individuals, high net worth individuals, families, and businesses. They understand that each client has unique financial needs and they strive to provide personalized solutions that are tailored to each client’s specific goals and preferences.
Fees & Compensation
At COKER & PALMER, transparency is key when it comes to fees and compensation. They charge a fee based on a percentage of assets under management and also offer hourly or project-based fees for certain services. Clients can expect to pay a management fee ranging from 1%-2% of their assets under management. All fees and compensation structures will be clearly outlined and explained before any services are performed.
Background
COKER & PALMER was founded by John Coker and Jane Palmer, both experienced financial advisors with a passion for helping clients achieve financial success. They have built a strong team of advisors with diverse backgrounds and expertise to provide comprehensive financial solutions. The firm adheres to strict ethical standards and strives to maintain a strong reputation in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, COKER & PALMER is required to disclose certain information to their clients. This includes any potential conflicts of interest, disciplinary history, and any legal or regulatory actions taken against the firm or its advisors. They are committed to providing transparent and honest communication with their clients to build trust and maintain strong relationships.