Paul Lueb is a CFP-designated registered investment advisor at Maslow Wealth Advisors, based in Austin, TX, with 18 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 395 clients with $2.8B 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.20% |
A minimum of $1,000,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances. Discounts may be offered to family members and friends of associated persons of our firm.
Fee Estimator
Location
12117 Bee Caves Rd Bldg. 3, Suite 140, Austin, TX, 78738
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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 a passive investor in Cibolo Al, LLC (software company) and 13-4 Whiskey LLC (investment company). He also manages debt investment into a whiskey distillery, spending minimal time on these activities.
Employment History
Current Registrations
Maslow Wealth Advisors
State Registrations1 state
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