Ty
Palmer
Colonial River Wealth Management LLC
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About this Advisor
Ty Palmer is a financial advisor operating in Midlothian, Virginia with a total of 1 year of relevant experience. Palmer is currently employed by Colonial River Wealth Management LLC. Their career trajectory has included roles at Capital Eleven Auto, LLC, City Of Meridian, Bonneville Billing & Collections, Inc, Memorial Monuments & Vaults, Lpl Financial, LLC and Colonial River Investments, LLC. Palmer holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Virginia. Colonial River Wealth Management LLC is an advisory company operating out of Midlothian, VA. The company has offices in six locations and a total of 21 people on staff. It manages $587 million in assets under management across its 3,920 customer accounts, placing it among the larger firms in the United States by assets under management. Of its 3,920 customer accounts, just 12% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically vary depending on which services are offered. However, fees charged by Colonial River Wealth Management LLC can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Colonial River Wealth Management LLC Brokerage Details
$586,479,160
21
3,920
$149,612
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Ty Palmer Work History
Ty has been registered as a financial advisor for 1 years.*
Colonial River Investments, LLC
Lpl Financial, LLC
City Of Meridian
Capital Eleven Auto, LLC
Bonneville Billing & Collections, Inc
Memorial Monuments & Vaults
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ty Palmer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Colonial River Wealth Management LLC
Midlothian, VA
Midlothian, VA
Midlothian, VA
Midlothian, VA
Williamsburg, VA
Midlothian, VA
Midlothian, VA
Midlothian, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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