Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seven Mile Advisory charges fees based on a percentage of assets under management (AUM) or a fixed flat fee. AUM fees range up to 0.85% annually, assessed quarterly in advance. Fixed flat fees increase annually by an inflation adjuster, typically 3%. Consulting services are also available for a fee. Clients may incur additional charges from third parties like broker-dealers and custodians.
Areas of Practice
Advisor Information
Office location
100 Charles Ewing Blvd, Suite 160, Ewing, NJ, 08628
Get directionsRegulatory 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.