Kerri Palermo is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Pittsford, NY, with 10 years of industry experience. Kerri 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
1250 Pittsford Victor Rd - Bldg 200, Suite 190, Pittsford, NY, 14534-9500
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 Activities
Kerri is a board member of the Monroe Community Hospital Foundation, assisting with fund allocation and fundraising, dedicating about 10-20% of her time. Kerri also co-owns rental property with her husband, collecting rent from tenants, also dedicating about 10-20% of her time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations23 states
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