Paul Tully
Paul Tully is a CFP-designated registered investment advisor at Eagle Wealth Strategies, based in Mullica Hill, NJ, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 654 clients with $650M 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 $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $2.5M | 0.85% |
| $2.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $8.5M | 0.65% |
| $8.5M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
118 Bridgeton Pike, Mullica Hill, NJ, 08062
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2020Other Business ActivitiesSells Insurance
Paul spends about 10-20% of his time on insurance sales. He is also an officer (President) of EWS2, a corporation established in 2022 that receives his compensation and engages in the sale of life insurance and annuity products, taking about half of Paul's time.
Employment History
Current Registrations
Eagle Wealth Strategies
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
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.