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 17 clients with $8.9M 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% |
A 5% discount applies if fees are paid via direct account deduction. Fees are waived for accounts under $10,000. Fees may be waived at the manager's discretion during personal hardships.
Fee Estimator
Location
Newark, 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 →Employment History
Current Registrations
Palmerton Financial Services, LLC
Previous Registrations
Palmerton Financial Services, 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.
Exams
More Advisors
- Thomas Moore, CFAClemensen Capital Company LLC
- Rashawn Lewis, CFA1932 Investment Management
- Matthew Sola, CFPIronbound Advisory LLC
- Kevin Liau, CFA1932 Investment Management
- Kyuri Weng, CFA
- Laurie Chan, CFPPgim Investments LLC