Paolo Saggese is a registered investment advisor at Primerica Advisors, based in Middletown, NY, with 4 years of industry experience. Paolo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 54,384 clients with $11B 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 | 2.24% |
| $250K - $500K | 2.21% |
| $500K - $1.0M | 2.02% |
| $1.0M - $3.0M | 1.88% |
| $3.0M - $5.0M | 1.70% |
| $5.0M - $10.0M | 1.55% |
| $10.0M - $15.0M | 1.45% |
| $15.0M - $25.0M | 1.20% |
| $25M+ | 1.10% |
The advisory fee component of the annual wrap fee is negotiable. As an accommodation to clients seeking temporarily to reduce exposure to market volatility, you are permitted to allocate your Program Account entirely to cash. Program Accounts allocated to cash are subject to a reduced annual wrap fee of 0.10%.
Fee Estimator
Location
2277 Goshen Trpk, Bldg B, Middletown, NY, 10941
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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
Paolo sells investment-related products for companies affiliated with PFS Investments Inc. He also receives non-investment related compensation from Primerica Client Services, Inc. for part-time referrals of home security, automation products, and other home-related services. Additionally, Paolo is a self-employed dentist through Paolo Saggese, D.M.D., PLLC, dedicating full-time hours to this practice.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
State Registrations1 state
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