Palermo Wealth Management, LLC
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About
Palermo Wealth Management is a fee-only financial planning and investment management firm that serves individuals, high-net-worth clients, families, corporations, non-profit organizations, and retirement plan sponsors. Its services include comprehensive financial planning (cash flow, debt, insurance, college, retirement and tax planning) and ongoing investment advisory and retirement plan consulting, including acting as a 3(21) fiduciary for employer-sponsored plans.
The firm manages client accounts on a discretionary basis and implements model or custom portfolios primarily using mutual funds, ETFs and ETNs, generally taking long-term positions while permitting shorter-term holdings when appropriate. Investment analysis incorporates fundamental, technical and charting methods, and clients receive periodic reporting and at least annual reviews of their accounts.
Distinctive features for a solo advisor include overseeing roughly $96 million in discretionary assets while operating from two offices and maintaining NAPFA membership with an adopted NAPFA Code of Ethics. Palermo discloses limited indirect, non-cash benefits from custodians, does not take custody of client assets, and may waive planning fees or account minimums on a case-by-case basis.
Client services
Expertise
Occupation focus
Fee options
Flat fees quoted for financial planning services if minimum quarterly advisory fee not met; deposit not to exceed $500
$0 - $499,999.99: 0.95% $500,000 - $999,999.99: 0.70% $1,000,000 - $2,999,999.99: 0.60% $3,000,000+: 0.40%
$250 per hour for Lead Planners
Account minimum: $150,000 Minimum fee: $1,500 annual minimum fee for investment advisory services Fee-only: Fee-only investment advisor; does not receive commissions or other compensation from securities transactions
Main office
Georgetown TX
Advisors at this office
1
Most active in
Nevada · Texas
Also doing business as
Baum, Christopher Jacob · Palermo Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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