Coker & Palmer offers investment management services where they manage client funds based on individual needs and goals. They also offer financial planning services, which include a comprehensive evaluation of a client's current and future financial state. They provide a written report with a detailed financial plan designed to help clients achieve their financial goals. They also offer manager selection programs where they help clients select third-party investment managers.
Assets Under Management$240M
Clients432
Advisors7
Avg. per Client$560K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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.
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