Michael Panter is a registered investment advisor at Navesink Advisors LLC, based in Lincroft, NJ, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $400K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navesink Advisors' client fees range from 0% to 2% and are negotiable.
Location
Lincroft, NJ
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is affiliated with Navesink Advisors, LLC, an investment advisory firm servicing institutional clients. He spends a few hours per week on this activity.
Employment History
Current Registrations
Navesink Advisors LLC
Previous Registrations
Proponent Asset Advisors, LLC
Proponent Asset Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.