How does the advisor help clients – Key Takeaways:
Paul Marascalco, a Registered Investment Advisor, offers a wide range of financial services to help clients achieve their financial goals. With years of experience in the industry, Paul utilizes his knowledge and expertise to guide clients on their journey towards financial success.
Facts and Insights
Paul Marascalco is an experienced financial advisor who has been helping clients manage their wealth for over a decade. He is dedicated to providing personalized, comprehensive financial planning and investment management services to his clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 1 | Over 10 years |
Financial Services Offered
Paul Marascalco offers a variety of financial services to help clients build and manage their wealth. These services include financial planning, investment management, retirement planning, tax planning, estate planning, and more. He works closely with each client to develop a customized financial plan that meets their unique needs and goals.
Client Types
Paul Marascalco works with a diverse range of clients, including individuals, families, and businesses. His clients value his personalized approach and appreciate the level of attention and care he provides to each client’s unique financial situation.
Fees & Compensation
As a Registered Investment Advisor, Paul Marascalco is a fee-based advisor. This means that he charges a percentage of assets under management as his fee. This ensures that his interests are aligned with his clients’ and he only makes money when his clients’ portfolios perform well.
Background
Paul Marascalco has a strong educational background in finance and has passed rigorous licensing exams. He holds a Bachelor’s degree in finance and has completed the Series 7 and Series 66 exams. This educational background, combined with his years of experience in the industry, makes Paul a highly qualified and knowledgeable financial advisor.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor, Paul Marascalco is held to a fiduciary standard, meaning he is legally obligated to act in his clients’ best interests. He has a clean disciplinary record and no disclosures on his regulatory record. This reflects his commitment to maintaining the highest ethical standards in his practice.