Dennis Palmerini
Dennis Palmerini is a CFP-designated registered investment advisor at Blackridge Asset Management, LLC, based in Burlington, MA, with 18 years of industry experience. Dennis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,433 clients with $220M 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 | 2.50% |
Fees range from 0.25% to 2.50% annually depending on the program, services provided, account size, and negotiation with your representative.
Fee Estimator
Location
Burlington, MA
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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 ActivitiesSells Insurance
Dennis is an agent selling and servicing property and casualty insurance since 2011, dedicating a few hours per week. He also owns and manages rental property since 2015, which also takes a few hours per week.
Employment History
Current Registrations
Blackridge Asset Management, LLC
Peak Brokerage Services, LLC
Peak Brokerage Services, LLCBroker
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations3 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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