Paul Brown is a registered investment advisor at Faithward Advisors, LLC, based in Vestal, NY, with 12 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,068 clients with $910M 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 $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are subject to negotiation. Sub-advisory fee charged by affiliate SevenOneSeven shall not exceed 0.50% per year and is included in the fee charged by Faithward Advisors. Accounts of members of the same household and multiple accounts of a charity and its board members may be aggregated for purposes of determining the advisory fee.
Fee Estimator
Location
4100 Vestal RD, Ste 105, Vestal, NY, 13850
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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 has DBAs for his LPL business: SEFCU Wealth Management Services and Broadview Wealth Management. He is also a notary for the State of NY, spending minimal time on this activity.
Employment History
Current Registrations
Faithward Advisors, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
LPL Financial LLC
LPL Financial LLCBroker
Key Investment Services LLCBroker
Citizens Securities, INC.
Citizens Securities, INC.Broker
M&t Securities, INC.Broker
M&t Securities, INC.
First Investors Advisory Services, LLC
First Investors CorporationBroker
First Investors Advisory Services, LLC
First Investors CorporationBroker
Edward Jones
Edward JonesBroker
State Registrations4 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.