Michael Miller is a registered investment advisor at Coker & Palmer, based in New Orleans, LA, with 33 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 432 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Coker & Palmer charges an annual fee based on a percentage of the assets they manage for you. The fee generally ranges from 0.50% to 2.50%. A minimum of $100,000 is required to use this service, but this may be negotiable.
Location
400 Poydras, Suite 2100, New Orleans, LA, 70130
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Regulatory History
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
Coker & PalmerBroker
Previous Registrations
Iberia Capital Partners L.L.C.Broker
Howard Weil IncorporatedBroker
Northpoint Trading Partners, LLCBroker
Teton Investment Partners, LLCBroker
Pan-American Financial AdvisersBroker
Hibernia Southcoast Capital, INC.Broker
Loewenbaum & Company IncorporatedBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.