Paul Kobilka is a CFP, ChFC-designated registered investment advisor at Altruistic Advisor LLC, based in East Fallowfield, PA, with 11 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9 clients with $6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Altruistic Advisor charges a percentage of your portfolio annually, paid monthly in advance. The exact percentage depends on the complexity of your situation, the amount you invest, and your overall relationship with Altruistic Advisor. The annual fee ranges from 0.10% to 2.00%. Fees may be negotiable.
Location
East Fallowfield, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Paul owns rental properties and dedicates a few hours per week to leasing and maintenance. This activity is not investment-related.
Employment History
Current Registrations
Altruistic Advisor LLC
Previous Registrations
Origin Financial
Brookstone Wealth Advisors, LLC
Mercer Global 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.