Palmerston Group Advisors, LLC | Financial Advisor in Highland Park ,NJ

320 Raritan Avenue, Suite 302
Highland Park, NJ 08904
Phone: (732) 248-5777

Comprehensive Wealth Planning Strategies Built for the Long


About

Palmerston Group Advisors, a firm best known for its Margin of
Safety discipline, built its strategy only after carefully
studying the best in the business. Consider:

1. Few fund managers have genuinely market-beating
records of ten or more years.

2. Most of this elite
group uses a version of Margin of Safety, the skill of buying
assets when "on sale" at a deep discount to their true value.
Most excel in bear markets.

3. Few advisors strategically focus on these top managers
or their investment ideas when creating client portfolios.
Nor do many independent firms focus on these managers when
offering allocation advice.

In contrast, Palmerston sees these top
managers as a huge asset for our clients. We start with what
works best, and thus use Margin of Safety for all clients. For
client portfolios, we use the ideas and often the (no-load)
funds of managers with proven, profitable records.

12 Years of Experience



General Information
Firm Start Year:   1997
States Licensed in:   NJ
Number of Years with Current Firm:   11
I work with the following types of clients:   Individual Investors , Non-Profit Organizations , Institutions and High Net Worth , Businesses


Services
Investment Types:   Mutual Funds , Options & Futures , Bonds , Stocks , Alternative Investments , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   Via email , Via phone , At my office , At your home , At your office


Qualifications & Memberships
Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $400,000
Compensation Methods:   Flat Fee , Based on Assets
Fee % Based on Assets:   1-1.5%
Additional Details on Charges:   Fees tend to range between 1.5% and 1% annually
(billed quarterly) depending on amount of
assets. Investment advisory services are fee-
only. For many years, Palmerston was a fee-only
firm, but it added life insurance and health,
accident, and disability insurance capabilities
in order to better serve businesses, business
owners, and high net worth clients with estate
planning needs. In these kinds of planning
situations, insurance may be a useful, tax-
efficient component of a sound strategy.
Insurance is the exception where commissions
can be part of compensation. Otherwise, if a
client or prospective client has no need of
these kinds of insurance services, the
relationship should be expected to be a
strictly fee relationship in which Palmerston
receives no commissions.



FAQs

Peter Gellman

Peter Gellman

Law Degree and Ph.D.

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM