Paul Metler is a registered investment advisor at C2 Private Wealth, based in Novi, MI, 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 Estate Planning, High Net Worth, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 1,068 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
C2 Private Wealth manages your investment accounts for a fee, but the brochure does not specify the exact percentage charged. The fee will be documented in your advisory agreement. In addition to C2's fee, you will also pay a platform fee to AssetMark, which ranges from 0.00% to 0.50%. Certain taxable accounts may also be enrolled in a tax-loss harvesting service for an additional 0.05% fee. C2 also offers limited advisory services for assets held in employer-sponsored plans for a fee not to exceed 0.74% annually.
Location
29409 Haggerty Road, Suite 200, Novi, MI, 48377
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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 with Senior Planning Advisors since 2013, selling life insurance and fixed annuities. This takes about a quarter of his time.
Employment History
Current Registrations
C2 Private Wealth
State Registrations2 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.