Paul Barlow
Paul Barlow is a CFP-designated registered investment advisor at Barlow, Paul David, based in Laguna Hills, CA, with 43 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 5 clients with $1.6M 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 | 1.00% |
Factors affecting fee percentages include the size of the account, complexity of asset structures, complexity of the investment allocation strategies, the professionals required to implement the allocation and monitor the accounts, as well as other factors. Fees are negotiable.
Fee Estimator
Location
23332 Mill Creek, Suite 105, Laguna Hills, CA, 92653
Get directionsHistory
Regulatory History (1)
Regulatory
April 1990Other Business ActivitiesSells Insurance
Paul is the owner of Barlow Insurance Services, selling insurance since 1987. This takes minimal time, including during trading hours.
Employment History
Current Registrations
Barlow, Paul David
Previous Registrations
Greenberg Graham Advisors LLC
LPL Financial LLC
LPL Financial LLCBroker
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.