Peter Gellman
Highland Park, New Jersey, 08904
Member Since 2011
My top priority is helping clients clarify and achieve their financial goals. From investing strategy to retirement to estate planning, clients are unique and deserve customized solutions and unbiased expertise, not sales pitches.
I taught at Oxford and Princeton for 7 years before founding Palmerston in 1997. My fee-only, research-driven approach to serving clients as an advocate and coach is different from many other advisors (see palmerstongroup.com for detailed information).
This approach includes: Building successful relationships by listening, asking & responding to clients; unbiased fee-only services based on client values & objectives, not sale of products; & serving clients using not only my ideas, but the best I can borrow.
My Location
Background Information
Years of Financial Experience
- 14
Education
- University of Toronto (B.A.)
- Osgoode Hall Law School (L.L.B.)
- University of Viriginia (M.A., Ph.D.)
- Oxford and Princeton (Faculty)
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Schwab Institutional
Types of Financial Reports
- Performance Report
- Custodial Report (Monthly)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them upon request
- I review my clients' investment portfolios with them upon request
Registration & Licensing
- CRD/IARD Number: 4716523
- Securities Registrations: Series 66
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Palmerston Group Advisors, L.L.C.
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies, Working as a team with client\'s legal, accounting & banking advisors
Investment Products
- None
Visit Website - http://www.palmerstongroup.com
