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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

I work with the following types of clients:    Institutions and High Net Worth, Non-Profit Organizations, Businesses, Individual Investors
Gender:    Male
Number of Years with Current Firm:    11
Years of Experience in Financial Services:    12
States Licensed in:    NJ
CRD#:    4716523
 

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

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

Qualifications & Memberships

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

Compliance

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

Compensation and Fees

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.
Fee % Based on Assets:    1-1.5%
Compensation Methods:    Based on Assets, Flat Fee
Fee Structure:    Fee-Based
Minimum Portfolio Size for New Managed Accounts:    $400,000
 
 
 

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