Paolino, William

William Paolino is an independent investment advisory firm registered with the SEC since 2007. The firm, established in 1996, offers personalized investment management services on a discretionary basis, creating customized portfolios based on client risk profiles. As of December 31, 2022, the firm manages approximately $139,738,635 in client assets. Investment management fees are charged as a percentage of assets under management, with rates ranging from 0.50% to 1.00%. Financial planning services are also available at a rate of up to $225.00 per hour. Registrant is compensated solely by client fees and does not accept commissions from other sources. The firm does not engage in performance-based fees and acts as a fiduciary, prioritizing client interests. Clients have investment discretion with the ability to place restrictions on investments. Registrant's investment strategies include fundamental analysis, and it offers services to individuals, pension plans, trusts, estates, and charitable organizations. The firm does not have a disciplinary history and provides accounting and tax preparation services as well. Clients can contact Registrant for complaints or to request a copy of the firm's Code of Ethics or Privacy Policy.