Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Management fees are based on a percentage of assets under management, not exceeding 2.0% annually. Fees are negotiable and may differ among clients. Retirement planning fees are either flat (ranging from $750 to $10,000) or asset-based (not exceeding 1.50% annually). Wealth consulting and financial planning fees are negotiable. The new annual minimum fee is $5,000.
Areas of Practice
Advisor Information
Office location
8876 Spanish Ridge Ave, Suite 202, Las Vegas, NV, 89148-1303
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is a licensed insurance agent selling insurance products to RIA clients, dedicating about 10-20% of his time to this activity. He also owns a pest control company and real estate ventures, but does not spend time on their management, and is a trustee at Southern Virginia University, dedicating a few hours per week.