Paul Mccarthy is a CFA-designated registered investment advisor at Kisco Capital, LLC, based in Mount Kisco, NY, with 10 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 20 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
Mount Kisco, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kisco Capital, LLC
State Registrations2 states
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