Paul Romano Esposito

CFA · CFP

The Pillar Strategies

14 Years of Experience

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Firm Information

The Pillar Strategies

Compensation

Fee-Only (AUM)

Number of Advisors

4 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Assets Under Management

$150.5M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	0.50%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

The annual investment management fee is 0.50% of the value of the client's assets in the UMA. The firm bills quarterly in advance. The firm generally requires a minimum account size of $50,000 for investment management services, but this may be reduced or waived at the firm's discretion.

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Areas of Practice

Investment Management

Advisor Information

Office location

31 State Route 12, Flemington, NJ, 08822

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Regulatory History

Clean regulatory record

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.