A.M. Perricone LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
A.M. Perricone LLC provides discretionary asset management and comprehensive financial planning to individuals, high‑net‑worth clients, and business entities, offering tailored portfolios, ongoing plan reviews, and coordination with outside professionals. The firm serves a small client base (19 clients) and manages roughly $4 million in client assets while supporting implementation through custodial platforms and third‑party managers.
The firm’s investment approach blends fundamental analysis, modern portfolio theory, factor‑based and passive strategies to set tax‑aware asset allocations aligned with client goals and risk tolerance; accounts are typically managed on a discretionary basis and AMP may hire sub‑advisors to execute agreed models. AMP also leverages custodial/program features such as the Altruist One bundled offering (which the firm absorbs for enrolled clients) and discloses use of structured notes and other instruments when appropriate, including their specific risks.
Noteworthy distinctions relative to peers include an affiliated insurance business (A.M. Perricone Risk Solutions LLC) through which firm representatives may offer insurance products and receive customary commissions, a relationship the brochure discloses as a potential conflict of interest. The firm’s disclosures also emphasize a client focus on higher‑net‑worth and business clients rather than lower‑net‑worth retail households, and operational practices such as third‑party standing letters of authorization and direct fee deduction.
Client services
Expertise
Occupation focus
Fee options
Fixed fee for financial planning up to $20,000 based on complexity; billed 40% in advance, balance upon delivery.
$0 - $500,000: 1.25% annually $500,000.01 - $1,000,000: 1.00% annually $1,000,000.01 - $3,000,000: 0.75% annually $3,000,000.01 - $5,000,000: 0.50% annually $5,000,000.01+: 0.30% annually
Insurance commissions received by principal via insurance agent activity.
Fee-only: Financial planning fixed fees up to $20,000; ongoing planning fees up to $20,000 annually, billed quarterly in arrears.
Main office
Shamong NJ
Advisors at this office
1
Most active in
New Jersey · Pennsylvania
Also doing business as
A.M. Perricone LLC · Perricone, A.M.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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