Charles Palmer
Charles Palmer is a CFP-designated registered investment advisor at Kestra Private Wealth Services, LLC, based in Sewickley, PA, with 22 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 20,230 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% annually and are negotiable based on account size, registration type, and platform selected.
Fee Estimator
Location
1605 Carmody Court, Suite 400, Sewickley, PA, 15143
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2008Other Business Activities
Charles owns Tight Lines Financial Management LLC, a tax entity for receiving and distributing income from Kindred Wealth Partners, spending about 10-20% of his time. He also owns a rental property on Beverly Road, dedicating minimal time to it.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations37 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.
Exams
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