PM
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
4,083 clients
Average Client Portfolio
$787K average
Assets Under Management
$3.2B
Fee Structure
Minimum Investment:$750K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees negotiable for accounts over $100 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Fees are based on a percentage of assets under management. For portfolio management, fees are tiered, decreasing as assets increase. Life Planning & Wealth Advisory Services are charged a flat fee or a percentage of assets based on the scope of the engagement. Corporate Retirement Planning fees are also tiered. Fees may be negotiable for accounts over $100 million. Sub-advised strategies have additional fees.
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information
Office location
6060 Parkland Boulevard, Suite 200, Cleveland, OH, 44124
Get directionsRegulatory History (1)
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Employment Separation After Allegations
December 2009Other Business Activities
Paul works as a Portfolio Manager at Ancora Advisors. This investment-related activity takes about half of his time, especially during trading hours.
Employment History
Current Registrations
Ancora Private Wealth Advisors, LLC
January 2010 - Present · 16 yrs
Inverness Securities, LLCBroker
January 2010 - Present · 16 yrs
Previous Registrations
UBS Financial Services INC.
May 2004 - December 2009 · 5 yrs 7 mos
UBS Financial Services INC. Broker
May 2004 - December 2009 · 5 yrs 7 mos
Lincoln Financial Advisors Corporation
November 2001 - May 2004 · 2 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
October 2001 - May 2004 · 2 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
October 2001 - May 2004 · 2 yrs 7 mos
State Registrations4 states
FLGANYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.