Richard Paulson
Richard Paulson is a registered investment advisor at J. Safra Asset Management Corporation, based in New York City, NY, with 24 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,955 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J. Safra Asset Management (JSAM) charges a percentage of the value of your investments for its advisory services. The specific percentage varies based on the amount invested, the investment strategy, and your risk tolerance. These fees are negotiable. The maximum fee is 1.50% annually, but fund investment management services can go up to 1.75%. Fees are typically paid quarterly.
Location
546 Fifth Avenue, New York City, NY, 10036
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 Activities
Richard is a trustee of Adventure Unlimited, a youth charity. He also serves as the Chair of the Investment Committee.
Employment History
Current Registrations
J. Safra Asset Management Corporation
Previous Registrations
Lord Abbett Distributor LLCBroker
Goldman, Sachs & CO.Broker
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.