Paul Marascalco Registered Investment Advisor is a fee-only firm offering portfolio and asset management services. Financial planning is available as an additional service if requested by the client. Paul Marascalco does not hold client assets. The firm creates investment strategies based on individual client goals, time horizons, and risk tolerance.
Assets Under Management$8.2M
Clients21
Advisors1
Avg. per Client$390K
Avg. per Advisor$8.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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