Paul Marascalco Registered Investment Advisor is an investment management firm that builds personalized portfolios using Modern Portfolio Theory, exchange-traded funds, mutual funds, and individual securities. Paul Marascalco serves individuals, including high net worth clients, by evaluating their goals, risk tolerance, and time horizons to manage portfolios on a discretionary basis. Financial planning is available as an ancillary service upon request, covering topics such as estate plans, trusts, taxes, and insurance. The firm does not require a minimum account size to get started.
Assets Under Management$8.2M
Clients21
AdvisorsN/A
Avg. per Client$390K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are 1.00% annually, billed monthly in advance. Fees may be negotiable, and household accounts may be combined for reduced rates.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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