Paul Suyama
Paul Suyama is a registered investment advisor at Capital Wealth Planning Services, based in Brunswick, ME, with 39 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 62 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 1.95% |
| $500K - $750K | 1.65% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2M+ | 0.85% |
Fees are negotiable. The hourly fee may be used to offset commissions earned from transactions performed by the IAR for the client.
Fee Estimator
Location
14 Maine Street STE 111B, Brunswick, ME, 04011
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Regulatory 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 Activities
Paul is the President and IAR of Capital Wealth Planning Services, providing financial planning services and advice since 2016. He spends nearly full-time on this activity, with a few hours per week during market hours.
Employment History
Current Registrations
Capital Wealth Planning Services
Stonex Securities INC.Broker
Previous Registrations
Wr Rice Financial Svcs, LLC
Wr Rice Financial Services, INC.
W R Rice Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
First Investors CorporationBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.