Paul Ferwerda
Paul Ferwerda is a CFA-designated registered investment advisor at Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions, based in Cleveland, OH, with 38 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,635 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clearstead's investment advisory fees are based on a percentage of the assets they manage or a fixed annual retainer. Most clients pay between 0.10% and 1.00% annually. The fee is negotiable and varies based on the client's circumstances, including the size and complexity of their account and the services provided.
Location
1100 Superior Ave East, Suite 700, Cleveland, OH, 44114
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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.
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Paul is a passive investor (11%) in Lakeport Landing, LLC, a recreational vehicle park with apartments, since March 2024. He has no title or responsibilities and commits no time to the operation of the business.
Employment History
Current Registrations
Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions
Previous Registrations
Wilbanks, Smith & Thomas Asset Management, LLC
Thompson Siegel & Walmsley LLC
State Registrations1 state
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