PM
PM
Paul Marascalco
30 Years of Experience
Scottsdale, AZ
1 Disclosure
Paul Marascalco is a registered investment advisor at Paul Marascalco Registered Investment Advisor, based in Scottsdale, AZ, with 30 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 21 clients with $8.2M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
21 clients
Average Client Portfolio
$391K average
Assets Under Management
$8.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
7047 E. Greenway Parkway, Suite 250, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (1)
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Criminal
December 2020Final Disposition
Employment History
Current Registrations
Paul Marascalco Registered Investment Advisor
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Securities America Advisors, INC.
January 2009 - June 2015 · 6 yrs 5 mos
Securities America, INC.Broker
January 2009 - June 2015 · 6 yrs 5 mos
Brecek & Young Advisors, INC.
June 2006 - January 2009 · 2 yrs 7 mos
Brecek & Young Advisors, INC.Broker
June 2006 - January 2009 · 2 yrs 7 mos
AXA Advisors, LLC
February 2000 - June 2006 · 6 yrs 4 mos
AXA Advisors, LLCBroker
September 1993 - June 2006 · 12 yrs 9 mos
The Equitable Life Assurance Society of the United StatesBroker
September 1993 - January 2000 · 6 yrs 4 mos
State Registrations1 state
TX
Advisor
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.
Exams
No exam information available for this advisor.