Paul Nastasi is a registered investment advisor at A. J. Perry & CO., based in Towson, MD, 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 Investment Management. Their firm serves 97 clients with $110M 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 $250K | 1.00% |
| $250K - $1.0M | 0.50% |
| $1M+ | 0.25% |
Fees are not negotiable.
Fee Estimator
Location
408 Allegheny Avenue, 2nd Floor, Towson, MD, 21204
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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 →Employment History
Current Registrations
A. J. Perry & CO.
Previous Registrations
A. J. Perry & CO.
A. J. Perry & CO.
State Registrations1 state
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