Paul Muzzey
Paul Muzzey is a CFA-designated registered investment advisor at Capital Investment Services of America INC, based in Milwaukee, WI, with 35 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 937 clients with $1.3B 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.45% |
The above rates apply to equity only and blended accounts. For accounts invested exclusively in fixed income securities, the fees are: 0.70% on the first $1,000,000 of assets; 0.45% on the next $1,000,000; 0.40% on the next $1,000,000; 0.35% on the next $7,000,000; 0.25% on the next $10,000,000; Over $20,000,000, please contact Capital. Charitable accounts receive a 15% discount.
Fee Estimator
Location
111 E. Wisconsin Avenue, Suite 1310, Milwaukee, WI, 53202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Capital Investment Services of America INC
State Registrations12 states
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