Pamela Perskie is a registered investment advisor at Seven Mile Advisory LLC, based in Ewing, NJ, with 6 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 22 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seven Mile Advisory's investment management fee, which includes financial planning, is either a flat fee or based on the value of your portfolio. If based on portfolio value, the fee can be up to 0.85% annually, charged quarterly in advance. The flat fee is adjusted annually for inflation, typically 3%. The firm considers factors like account size, complexity, and reporting requirements when determining the flat fee.
Location
100 Charles Ewing Blvd, Suite 160, Ewing, NJ, 08628
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Pamela is the president of the Wharton Alumni Club of New York, a non-profit board, dedicating minimal time. She also serves on the advisory board for Xchange Place Secured Investment Fund, spending minimal time during trading hours to oversee purchases of US government issued zero coupon treasury notes.
Employment History
Current Registrations
Seven Mile Advisory LLC
Previous Registrations
Mariner Platform Solutions
Adviceperiod, LLC
State Registrations6 states
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