Paulo Aguilar is a registered investment advisor at Arkadios Wealth Advisors, based in Saddle Brook, NJ, with 13 years of industry experience. Paulo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
Park 80 West Plaza, Suite 200, Saddle Brook, NJ, 07663
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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 →Other Business Activities
Paulo is a partner and senior investment advisor at Wealthstone Group, offering real estate advisory and consulting services since October 2024. This takes about 20% of Paulo's time.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios Capital
Arkadios CapitalBroker
Previous Registrations
Foreside Fund Services, LLCBroker
Inland Securities CorporationBroker
Bluerock Capital Markets LLCBroker
Realty Capital Securities, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations8 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.