Paul Duggan is a CFP-designated registered investment advisor at Trg Advisors, INC., based in Lakewood Ranch, FL, with 28 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 106 clients with $550M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
All fees are negotiable based on the size, complexity and specific needs of the client.
Fee Estimator
Location
8470 Enterprise Circle, Suite 110, Lakewood Ranch, FL, 34202
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2013Customer Dispute
July 2012Other Business Activities
Paul is the president, owner, and advisor for TRG Advisors, Inc, a Registered Investment Advisor. This investment-related activity takes about 35-50 hours per month.
Employment History
Previous Registrations
Trg 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.