Paul Boyd is a registered investment advisor at Clearpath Capital Partners LLC, based in Carnelian Bay, CA, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 62 clients with $160M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.30% |
| $30M+ | 0.25% |
Fees are negotiable depending on a client’s assets and needs for our specific services. Clients with an inception date before these schedules were adopted may pay a different fee than shown above.
Fee Estimator
Location
Carnelian Bay, CA
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 1999Customer Dispute
July 1998Customer Dispute
December 1997Customer Dispute
January 1997Employment History
Current Registrations
Clearpath Capital Partners LLC
Previous Registrations
Hotovec Pomeranz & CO., INC.Broker
Round Hill Securities, INC.Broker
Bear, Stearns & CO. INC.Broker
Josephthal Lyon & Ross IncorporatedBroker
Citicorp Investment ServicesBroker
F.N. Wolf & CO., INC.Broker
Sherwood Capital, INC.Broker
State Registrations1 state
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.