Amy Armstrong is a registered investment advisor at Persimmon Capital Management, based in Blue Bell, PA, with 19 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 86 clients with $370M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $40.0M | 0.45% |
| $40.0M - $65.0M | 0.40% |
| $65.0M - $75.0M | 0.30% |
| $75M+ | 0.30% |
Fees are negotiable for relationships above $75,000,000.
Fee Estimator
Location
1777 Sentry Parkway West, Veva 14, Suite 102, Blue Bell, PA, 19422
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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
Persimmon Capital Management
Previous Registrations
Dakota Wealth, LLC
Persimmon Capital Management LP
State Registrations1 state
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