Fees are based on a percentage of assets under management, hourly charges, or fixed fees, depending on the service. The firm can reduce its investment management fee based on factors like anticipated future earnings or the amount of assets managed. Clients may also pay fees charged by mutual funds, REITs, ETFs, and other collective investment vehicles. GPA advisors can receive compensation for services provided in correlation with the advisory services herein, as well as commissions for insurance transactions and group annuities.
Paradise Valley, AZ
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Paul works as a golf starter and ranger at Camelback Golf Club and is also a real estate agent with Paul Hogenson PLLC. He spends minimal time on these activities outside of trading hours, focusing on real estate referrals and collecting fees.