Paul Dziepak is a registered investment advisor at Cirrus Capital LLC, based in Bloomfield Hills, MI, with 13 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, Retirement Planning. Their firm serves 269 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee may be negotiable. Also manages participant accounts at 2.00% annually, which may be negotiable.
Fee Estimator
Location
40900 Woodward Avenue, Ste. 111, Bloomfield Hills, MI, 48304
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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 ActivitiesSells Insurance
Paul is an insurance agent and producer with Hudson Insurance Group, spending about 10-20% of his time on this. He also works as a marketing/event coordinator for Key of Hope, dedicating nearly full-time hours, and owns Kingdom Building Ventures, LLC, spending minimal time. Paul is also an author.
Employment History
Current Registrations
Cirrus Capital LLC
Previous Registrations
Fundteq
TD Ameritrade, INC.
Amerivest Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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.