John Paoloni
John Paoloni is a registered investment advisor at Oakbourne Advisors, based in Berkeley Heights, NJ, with 42 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 481 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.20% |
| $750K - $2.0M | 0.98% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.57% |
| $4.0M - $5.0M | 0.47% |
| $5M+ | 0.18% |
Fees are generally non-negotiable, except for family members and friends of Oakbourne Advisors’s representatives. Certain legacy clients may have different fee schedules.
Fee Estimator
Location
200 Connell Drive, Suite 1000, Berkeley Heights, NJ, 07922
Get directionsHistory
Regulatory 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 ActivitiesSells Insurance
John is an investment advisor representative for Northstar Asset Mgmt DBA Oakbourne Advisors and has been acting president since 2004. He is also an independent insurance agent selling fixed and variable annuities, life, and term insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Oakbourne Advisors
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Northstar Asset Management LLC
The Concord Equity Group, LLCBroker
Walnut Street Securities, INC.Broker
Robert Thomas Securities, INCBroker
Shearson Lehman Hutton INC.Broker
Moore & Schley, Cameron & CO.Broker
State Registrations11 states
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