Paul Martel is a registered investment advisor at Yhb Investment Advisors INC, based in West Hartford, CT, with 36 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 1,123 clients with $2B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Schedule is for equity and balanced accounts. Fixed income only accounts have a different schedule: First $1,000,000: 0.75%, Next $2,000,000: 0.50%, Thereafter: 0.25%. When accounts are related by family or close association, YHB may aggregate several accounts to achieve more favorable breakpoints in the fee schedule. A negotiated fee rate may apply in certain cases considering account size, composition, complexity or other factors.
Fee Estimator
Location
29 South Main Street, Suite 306, West Hartford, CT, 06107
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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 the Vice President and Owner of YHB Retirement Services, LLC since 1998, dedicating minimal time to this role. His activities include serving on the board of directors and qualified plan consulting.
Employment History
Current Registrations
Yhb Investment Advisors INC
Previous Registrations
Yhb Pension Investment Services, LLC
Yhb Retirement Services, LLC
State Registrations1 state
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