Palermo Wealth Management provides financial planning and investment management services. Financial planning covers cash flow, debt, insurance, college, retirement, and tax planning. Investment management includes ongoing analysis and portfolio management, with allocations fitting model portfolios or custom plans. Palermo Wealth Management also provides advisory services to retirement plans.
Assets Under Management$96M
Clients129
Advisors1
Avg. per Client$750K
Avg. per Advisor$96M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.70% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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