Frederick Palmerton
Frederick Palmerton is a registered investment advisor at Palmerton Financial Services, LLC, based in Newark, NJ, with 20 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.63% |
The management fee is discounted by five percent if the fee is paid via a deduction from the client's account. Large account discounts are subtracted from the base fee: 0.25% (>$500,000, <=1,000,000) and additional 0.125% (>1,000,000). If a client's total assets being managed are less than $10,000.00 the management fee is waived.
Fee Estimator
Location
Newark, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Palmerton Financial Services, LLC
Previous Registrations
Palmerton Financial Services, LLC
State Registrations1 state
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