Pamela Perskie is a registered investment advisor at Seven Mile Advisory LLC, based in Little Silver, NJ, with 7 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 36 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Annual management fee for investment management services ranges up to 0.85% of assets under management, assessed quarterly in advance. Alternatively, clients may pay a fixed flat fee that typically increases by a 3% inflation adjuster annually.
Fee Estimator
Location
Little Silver, NJ
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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
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
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.
Exams
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