Paul Padovani
Paul Padovani is a registered investment advisor at Padovani Asset Management, based in Somers, NY, with 22 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.38% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Management fee for illiquid alternative investments held at Kingdom Trust is set at a flat rate of 1.00%. Fees are negotiable.
Fee Estimator
Location
Somers, NY
Get directionsHistory
Regulatory History (1)
Regulatory
May 2015Other Business ActivitiesSells Insurance
Paul is the owner of MGPC Agency, a licensed insurance agency, and a mortgage loan officer at Warshaw Capital. He spends minimal time on the insurance agency and a few hours per week as a mortgage loan officer.
Employment History
Current Registrations
Padovani Asset Management
Previous Registrations
Metlife Securities INC.Broker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.