Marty Paul is a registered investment advisor at Lighthouse Wealth Strategies, LLC, based in Gig Harbor, WA, with 29 years of industry experience. Marty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 866 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lighthouse Wealth Strategies charges an annual fee for managing your investments, ranging from 0.00% to 2.00% of the value of your portfolio. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you require. The fee is calculated based on the value of your account on the last day of the previous quarter and is billed quarterly in advance. The fee is negotiable based on your individual circumstances. Family members' accounts may be combined to potentially lower the fee.
Location
3312 Rosedale Street NW, Suite 201, Gig Harbor, WA, 98335
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Regulatory History (4)
Employment Separation After Allegations
June 2014Regulatory
January 2014Regulatory
April 2012Employment Separation After Allegations
March 2011Other Business Activities
Marty is involved in numerous real estate ventures, including ownership stakes in Hunt Tower, LLC and several other corporations (MP 4, Inc., MP 8, Inc., MP 10, Inc., and MP 12, Inc.) that own and lease properties. Marty also owns several vacation and rental properties, and dedicates minimal time to these activities, as well as fundraising for the YMCA.
Employment History
Current Registrations
Lighthouse Wealth Strategies, LLC
Sowell Management
Previous Registrations
Lighthouse Wealth Strategies
Concert Wealth Management
Northwest Asset Management
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Dain Rauscher IncorporatedBroker
State Registrations7 states
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.