Paul Esposito is a CFA, CFP-designated registered investment advisor at The Pillar Strategies, based in Flemington, NJ, with 14 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.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$150.5M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
31 State Route 12, Flemington, NJ, 08822
Get directionsHistory
Regulatory History
Clean regulatory record
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
Prestige Wealth Management Group, LLC
April 2018 - Present · 8 yrs
The Pillar Strategies
April 2018 - Present · 8 yrs
Previous Registrations
Alliance Wealth Management Group, LLC
January 2015 - March 2018 · 3 yrs 2 mos
AXA Advisors, LLC
June 2009 - February 2011 · 1 yr 8 mos
Prestige Wealth Management Group, LLC
December 2007 - June 2009 · 1 yr 6 mos
LPL Financial Corporation
November 2007 - May 2009 · 1 yr 6 mos
State Registrations1 state
NJ
Advisor
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.
Exams
No exam information available for this advisor.