Pasquale Pisani
Pasquale Pisani is a registered investment advisor at Avanti Wealth Management, based in Rutherford, NJ, with 16 years of industry experience. Pasquale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 120 clients with $68M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiated at the discretion of the Advisor.
Fee Estimator
Location
17 Sylvan Street, Suite 104, Rutherford, NJ, 07070
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2015Other Business ActivitiesSells Insurance
Pasquale owns Avanti REO LLC, a special purpose entity for receiving revenue from Kingsview Wealth Management, since 2012. He is also insurance licensed and can provide commission-based insurance products, with the time spent on these activities concurrent with his advisory role.
Employment History
Current Registrations
Avanti Wealth Management
Previous Registrations
Kingsview Wealth Management, LLC
Edward Jones
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations3 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.