Eric Bingham
Advisor at Pamet Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Truro, MA
Credentials
Series 65
Industry experience
10 years
About
Eric Bingham is a financial advisor at Pamet Advisors LLC in Truro, MA, holding a Series 65 designation with 10 years of industry experience. He has been with Pamet Advisors since 2016. Pamet Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, and estates, utilizing a bottoms-up, value-oriented investment approach that combines fundamental and technical analysis with an emphasis on dividend growth and risk management. The firm manages approximately $43.5 million in discretionary client assets, focusing on a higher asset-per-client concentration and operates on a fee-only basis.
Fee options
Negotiated fixed fee based on expected hours for financial planning engagements.
$0 - $1,000,000: 0.35% annually Over $1,000,000+: 0.25% annually
Up to $150 per hour for financial planning services.
Fee-only: Investment management fees quarterly based on assets under management; financial planning fees billed hourly or fixed fee.
Location
Truro, MA
Most active in
Eric B has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Work history
Pamet Advisors LLC
2016 - Present (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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GSI Financials
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