Assets Under Management
$323.3M
Number of Clients
1,801
Number of Advisors
7
Average Client AUM
$180K
AUM per Advisor
$46.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Richard W. Paul & Associates, LLC is a fee-based financial planning and investment management firm. They offer portfolio management and financial planning services, including retirement, investment, estate, insurance, college, and tax planning. They may use sub-advisors and recommend insurance products.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.15% |
| $5M+ | 1.15% |
Fees are negotiable for assets over $5,000,000. This schedule is for the Active Strategy. The Passive Strategy has lower fees.
39555 Orchard Hill Place, Suite 100, Novi, MI, 48375