Pamela Plick
Pamela Plick is a CFP-designated registered investment advisor at Pamela Plick Wealth Management LLC, based in Palm Desert, CA, with 17 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 4 clients with $170K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The firm charges $1,000 or 1.25% per year for its portfolio management services, whichever is greater. The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
44489 Town Center Way, Suite D #472, Palm Desert, CA, 92260
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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 →Other Business Activities
Pamela provides financial counseling for military personnel and money coaching for educational purposes. She spends minimal time on financial counseling and about 10-20% of her time on money coaching.
Employment History
Current Registrations
Pamela Plick Wealth Management LLC
Previous Registrations
Pamela Plick Wealth Management LLC
Edward Jones
State Registrations1 state
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