Paul Reback
Paul Reback is a CFP-designated registered investment advisor at Capital Estate Advisors, INC., based in New York, NY, with 14 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 101 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 | 1.50% |
The amount of the fee is negotiated on a case by case basis. Accounts with a smaller balance may pay a higher annual fee than those normally charged by other investment advisors due to the assessment of a $4,000 minimum annual fee. CEA does have the ability to waive the minimum fee requirements.
Fee Estimator
Location
116 Central Park South, Ste.6, New York, NY, 10019
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2008Employment Separation After Allegations
August 2007Other Business ActivitiesSells Insurance
Paul is a licensed insurance agent in several states and appointed with various carriers. This activity is insurance-related.
Employment History
Current Registrations
Capital Estate Advisors, INC.
Previous Registrations
Capital Estate Advisors, INC.
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.