Angela Palacios
Angela Palacios is a CFP-designated registered investment advisor at Center for Financial Planning INC, based in Southfield, MI, with 21 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,406 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.30% |
Current client relationships exist where the fees are higher or lower than the Current Fee Schedule above. The Adviser, in its sole discretion, can charge a lesser investment advisory fee based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with clients, etc.).
Fee Estimator
Location
40 Oak Hollow Street, Suite 125, Southfield, MI, 48033
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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
Angela is the Director of Investments for Center for Financial Planning, Inc. She is also a Partner, managing IT and compliance, dedicating about half of her time to this role.
Employment History
Current Registrations
Center for Financial Planning INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations41 states
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