PE
CFA · CFP
PE
CFA · CFP

Paul Romano Esposito

14 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$150.5M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+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

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History

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.

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Employment History
Current Registrations
The Pillar Strategies
April 2018 - Present · 7 yrs 10 mos
Prestige Wealth Management Group, LLC
April 2018 - Present · 7 yrs 10 mos
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
Exams
No exam information available for this advisor.