Paul Tramontano
Paul Tramontano is a registered investment advisor at Cresset Asset Management, LLC, based in New York, NY, with 41 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 4,631 clients with $72B 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 $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.70% |
Also offers a "Waterfall Fee" schedule: $5M-$10M: 0.90%, $10M-$25M: 0.80%, $25M-$50M: 0.70%, $50M+: 0.60%. Minimum fee is the lesser of $25,000 or 2.00% of managed assets. Fees may be negotiable.
Fee Estimator
Location
565 5th Avenue, 27th Floor, New York, NY, 10017
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2003Other Business Activities
Paul is involved in several outside business activities, including serving on the board of directors for ONS Foundation, Eagle Point Credit, and Eagle Point Income Company. He also performs administrative tasks for Dilex Realty, acts as a trustee for a client account, is an investor in Gator Family Investments LLC, and is a Provost Member at Villanova University, dedicating minimal time to each.
Employment History
Current Registrations
Cresset Asset Management, LLC
Previous Registrations
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Constellation Wealth Advisors LLC
Constellation Wealth Advisors LLCBroker
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.