Christopher Baum is a registered investment advisor at Palermo Wealth Management, LLC, based in Georgetown, TX, with 19 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 4 more. Their firm serves 129 clients with $96M 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 $500K | 0.95% |
| $500K - $1.0M | 0.70% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fee Estimator
Contact
Christopher Baum
Location
Georgetown, TX
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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 →Employment History
Current Registrations
Palermo Wealth Management, LLC
Previous Registrations
Vannoy Advisory Group, INC.
Palermo Financial Group INC
Quest Capital Strategies, INC.
American Express Financial Advisors, INC.
State Registrations2 states
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Exams
Additional Information
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