John Palmieri
John Palmieri is a ChFC-designated registered investment advisor at Aviso Wealth Management, based in Warren, PA, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 791 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.00% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Location
224 Liberty Street, Suite B, Warren, PA, 16365
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is involved in several business activities, including selling non-variable insurance through American Insurance Marketing and NSS Life, and life, health, and property insurance under Palmieri Financial Group. He also buys and sells collectibles on eBay and works as an independent contractor for Aviso Wealth Management full-time.
Employment History
Current Registrations
Aviso Wealth Management
Osaic Wealth, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Gladstone Wealth Partners
PNC Investments
PNC InvestmentsBroker
Tower Square Securities, INC.Broker
Edward JonesBroker
Pruco Securities CorporationBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.