Curtis Paul
Curtis Paul is a registered investment advisor at Ameriprise Financial Services, LLC, based in Chagrin Falls, OH, with 42 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
Chagrin Falls, OH
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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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Curtis is on the Board of Directors and is a Membership Chair, starting in 2019. He is also a District 6600 Learning Facilitator since 2020, dedicating minimal time to each role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
B. Riley Wealth Advisors, INC.
B Riley Wealth Management
B. Riley Wealth ManagementBroker
Edward Jones
Edward JonesBroker
State Registrations17 states
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