Paul Pakstis
Paul Pakstis is a registered investment advisor at Belpointe Asset Management LLC, based in Haddon Heights, NJ, 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, Retirement Planning. Their firm serves 6,529 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Belpointe's advisory fees are negotiable and can be a flat fee, fixed rate percentage, a linear fee percentage, or a tiered fee percentage structure, but cannot exceed 2.5% annually, based on the value of your investments. The exact fee schedule is agreed upon between you and your advisor. Fees are typically deducted directly from your account quarterly.
Location
515 Grove Street, Suite 3A, Haddon Heights, NJ, 08035
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
Paul sells fixed insurance products and works as a registered representative for Fortune Financial Services, each taking a few hours per week. He also operates under the DBA Chaslyn Financial Group, Inc. for investment advisory, securities, and insurance sales and is an Investment Advisor Representative for Belpointe Asset Management.
Employment History
Current Registrations
Belpointe Asset Management LLC
Fortune Financial Services, INC.
Fortune Financial Services, INC.Broker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Bcg Securities, INC.Broker
Lincoln Financial Securities CorporationBroker
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.