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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The annual investment management fee is 0.50% of assets under management. Minimum account size is $50,000, which may be reduced or waived at the firm's discretion.
Fee Estimator
Location
31 State Route 12, Flemington, NJ, 08822
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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 →Employment History
Current Registrations
Prestige Wealth Management Group, LLC
The Pillar Strategies
Previous Registrations
Alliance Wealth Management Group, LLC
AXA Advisors, LLC
Prestige Wealth Management Group, LLC
LPL Financial Corporation
State Registrations1 state
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
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