PALERMO WEALTH MANAGEMENT, LLC
PALERMO WEALTH MANAGEMENT, LLC is a leading financial advisory firm that offers comprehensive financial planning and investment management services to high net worth individuals and families. With a team of experienced financial experts, PALERMO WEALTH MANAGEMENT, LLC provides tailored solutions that help their clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
The advisors at PALERMO WEALTH MANAGEMENT, LLC work closely with their clients to understand their unique financial situation, goals, and risk tolerance. They utilize a holistic approach to create personalized financial plans that align with their clients’ objectives and priorities. The key takeaways of how PALERMO WEALTH MANAGEMENT, LLC helps their clients are:
- Provides comprehensive financial planning services to help clients reach their financial goals
- Offers personalized investment management to build and manage a diversified portfolio
- Utilizes a holistic and client-centric approach
- Regularly reviews and adjusts financial plans as needed
Facts and Insights
Here are some key facts and insights about PALERMO WEALTH MANAGEMENT, LLC:
- Palermo Wealth Management, LLC was founded in 2005, making it a well-established firm in the financial industry.
- The firm has a total of 25 advisors, each with their own area of expertise, providing a well-rounded and diverse team.
- Currently, the firm has over $2 billion in assets under management, which speaks to their success in managing their clients’ wealth.
- PALERMO WEALTH MANAGEMENT, LLC has a publicly available ADV Part 2 brochure, which provides in-depth information about their services, fees, and investment strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Type | Value |
|---|---|
| Assets Under Management | $2 billion |
| Number of Advisors | 25 |
| Time in Business | 16 years |
Financial Services Offered
PALERMO WEALTH MANAGEMENT, LLC offers a wide range of financial services that cater to their clients’ diverse needs. These services include:
- Investment management
- Financial planning
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance analysis and management
- Charitable giving strategies
Client Types
PALERMO WEALTH MANAGEMENT, LLC serves a variety of clients, including:
- High net worth individuals and families
- Business owners
- Professionals
- Retirees
- Trusts
- Foundations
- Endowments
Fees & Compensation
PALERMO WEALTH MANAGEMENT, LLC operates on a fee-based compensation structure, which means they earn fees based on a percentage of their clients’ assets under management, as well as a fixed fee for financial planning services. This structure aligns their interests with their clients’ interests, as they only make money when their clients’ portfolios grow in value.
Background
The founder of PALERMO WEALTH MANAGEMENT, LLC, John Palermo, has over 25 years of experience in the financial industry. He holds a Bachelor’s degree in finance and an MBA in accounting. He also holds various professional certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). The rest of the team at PALERMO WEALTH MANAGEMENT, LLC also have impressive credentials and years of experience in the financial industry.
Financial Advisor Disclosures to Know
As a professional and reputable financial advisory firm, PALERMO WEALTH MANAGEMENT, LLC has no disclosures to report, which means they have a clean record and have never faced any disciplinary actions from regulatory bodies.