James Lermitte is a registered investment advisor at Persimmon Capital Management, based in Blue Bell, PA, with 11 years of industry experience. James 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
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
James is a partner in SOS Advertising LLC since 2014. He dedicates minimal time to this business owner activity, which is not investment-related.
Employment History
Current Registrations
Persimmon Capital Management
Previous Registrations
Dakota Wealth, LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations1 state
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