Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
419 clients
Average Client Portfolio
$5.1M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $20.0M0.55%
$20.0M - $40.0M0.45%
$40M+0.35%

Institutional Client Large Cap Fee Schedule. Fees are negotiable.

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

History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Paul owns multiple single-family rental properties, some directly and some through Nugget Capital LLC and SHMY Capital I, LLC, where he is the sole managing member. He spends minimal time on these activities, as management companies handle day-to-day operations.

Employment History
Current Registrations
Cornerstone Investment Partners, LLC
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
American Beacon Advisors, INC.
October 2018 - September 2022 · 3 yrs 11 mos
Resolute Investment Distributors, INC.Broker
September 2018 - September 2022 · 4 yrs
Vp Distributors LLCBroker
June 2017 - September 2018 · 1 yr 3 mos
Virtus Fund Advisers, LLC
November 2008 - September 2018 · 9 yrs 10 mos
Ridgeworth Distributors LLCBroker
August 2008 - June 2017 · 8 yrs 10 mos
Suntrust Investment Services, INC.Broker
August 2008 - August 2008 · 0 mos
Suntrust Investment Services, INC.
August 2008 - August 2008 · 0 mos
Eagle Asset Management INC
May 1999 - September 2006 · 7 yrs 4 mos
Raymond James & Associates, INC.Broker
April 1999 - May 2006 · 7 yrs 1 mo
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.