Paul Dossantos
Paul Dossantos is a registered investment advisor at Milagre Wealth Management, INC., based in White Plains, NY, with 29 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 390 clients with $120M 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
120 Bloomingdale Road, Suite 3400, White Plains, NY, 10605
Get directionsHistory
Regulatory History (1)
Regulatory
March 2011Other Business Activities
Paul owns a non-investment related rental property in Naples, FL since 2018. He spends a few hours per week on this activity.
Employment History
Current Registrations
Milagre Wealth Management, INC.
Previous Registrations
Jsk Associates INC.
Jsk Associates INC.
International Equity Services, INC.Broker
Securities Resource Group, LTD.Broker
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.