TrueAdvisor
TrueAdvisor
PB
PB

Paul James Boyd

Clearpath Capital Partners LLC
37 Years of Experience
4 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Clearpath Capital Partners LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
62 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$158.7M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5.0M - $20.0M0.50%
$20.0M - $30.0M0.30%
$30M+0.25%

Fees are negotiated depending on a client’s assets and needs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

Carnelian Bay, CA

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 1999
Award / Judgment
Customer Dispute
July 1998
Settled
Customer Dispute
December 1997
Settled
Customer Dispute
January 1997
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Clearpath Capital Partners LLC
August 1999 - Present · 26 yrs 6 mos
Previous Registrations
Hotovec Pomeranz & CO., INC.Broker
October 1997 - October 2000 · 3 yrs
Round Hill Securities, INC.Broker
December 1996 - October 1997 · 10 mos
Bear, Stearns & CO. INC.Broker
January 1995 - December 1996 · 1 yr 11 mos
Josephthal Lyon & Ross IncorporatedBroker
October 1994 - December 1994 · 2 mos
Citicorp Investment ServicesBroker
June 1994 - July 1994 · 1 mo
F.N. Wolf & CO., INC.Broker
May 1988 - May 1994 · 6 yrs
Sherwood Capital, INC.Broker
October 1987 - May 1988 · 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.