Paul Laughton is a registered investment advisor at Diversified Capital Group, based in Granite Bay, CA, with 23 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 78 clients with $37M 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 | 1.75% |
| $500K - $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are billed on a pro-rata basis quarterly in advance based on the total value of a client’s portfolio on the last day of the previous quarter. Fees are not negotiable.
Fee Estimator
Location
Granite Bay, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Paul is the agent of record and president of Trapper's Crossing Subdivision Owners Association, a homeowners association, since 2019. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Diversified Capital Group
Previous Registrations
Diversified Capital Group
RBC Dain Rauscher INC.
State Registrations1 state
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