Featured Business Financial Advisor in Highland Park, NJ
Highland Park Financial Advisors
Palmerston Group Advisors, LLC
320 Raritan Avenue, Suite 302
Highland Park, NJ 08904
(732) 248-5777
“Comprehensive Wealth Planning Strategies Built for the Long ”
Advisor Profile
Name:  Peter Gellman
Phone Number:  (732) 248-5777
Website:  Visit Website

About Palmerston Group Advisors, LLC

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.
 

General Information

Gender:    Male
CRD#:    4716523
States Licensed in:    NJ
States Willing to do Business in:   
Years of Experience in Financial Services:    12
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
 

Education

Academic Background
 
J.D. - International Relations
Ph.D. - International Relations
Peter has taught at Oxford as a member of its international relations faculty, as well as at Princeton, where he was Research Fellow and Lecturer at the Woodrow Wilson School of Public and International Affairs.
 

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

Certifications, Accreditations & Designations:    Law Degree and Ph.D.
Securities Licenses:    Series 66
 
 

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 and 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.
 
 
 
Prepared By: Peter Gellman

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