Alison Berman
Palisade Capital Management · Fort Lee, New Jersey
Alison Berman is a fee-only financial advisor at Palisade Capital Management in Fort Lee, New Jersey. Palisade Capital Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Palisade Capital Management |
|---|---|
| Based in | Fort Lee, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $3.86B across 2,253 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 3222624 |
| Exams passed | Series 65 (2017) |
| Firm size | 42 employees |
| Disclosures | None reported |
| Website | www.palisadecapital.com |
How Alison's firm compares
- Palisade Capital Management's average account is about $1.7 million, from its Form ADV (assets managed divided by 2,253 accounts).
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Questions about Alison
Is Alison Berman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alison holds no broker registration, and Palisade Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alison charge for financial advice?
Alison's firm, Palisade Capital Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Alison Berman based?
Alison Berman is based in Fort Lee, New Jersey.
Is Alison Berman registered with the SEC?
Yes. Alison Berman is registered as an investment adviser representative in NJ (CRD 3222624), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Palisade Capital Management manage?
Palisade Capital Management reports $3.86B across 2,253 accounts in assets under management.
How do I contact Alison Berman?
Through Alison's website, www.palisadecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fort Lee
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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