William Palmer is a registered investment advisor at Coyle, based in Fort Myers, FL, with 16 years of industry experience. William 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 426 clients with $920M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees negotiable for accounts over $50,000,000.
Fee Estimator
Location
12381 S Cleveland Ave., Suite #200, Fort Myers, FL, 33907
Get directionsHistory
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
William owns rental property in Georgia, managed by a property management company, and is a board member for both Candlelighters of SWFL and FGCU Planned Giving/Advancement. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Coyle
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
State Registrations1 state
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.