Paul Plemenos is a registered investment advisor at Mra Advisory Group, based in Sarasota, FL, with 27 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 401 clients with $290M 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 $249K | 2.00% |
| $249K - $499K | 1.50% |
| $499K - $999K | 1.35% |
| $999K - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.70% |
| $6.0M - $7.0M | 0.60% |
| $7.0M - $8.0M | 0.50% |
| $8M+ | 0.40% |
All fees are negotiable.
Fee Estimator
Location
6901 Professional Pky E, Suite 200, Sarasota, FL, 34240
Get directionsHistory
Regulatory History (4)
Regulatory
July 2016Employment Separation After Allegations
June 2015Customer Dispute
March 2015Customer Dispute
May 2003Other Business Activities
Paul owns WE Racing, an automobile racing business, since 2013. He spends a few hours per week on this activity.
Employment History
Current Registrations
Mra Advisory Group
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley
Morgan Stanley Dw 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.