Paul Myers
Paul Myers is a ChFC-designated registered investment advisor at Myers Capital Management, INC, based in Abington, PA, with 41 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 110 clients with $500K 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 | 1.05% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.35% |
| $1M+ | 0.30% |
Fee Estimator
Location
Abington, 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is the President/Employee of Myers Capital Management, a registered investment advisor and licensed insurance agent, spending nearly full-time there. He also serves as executor in his brother's will, which requires minimal time.
Employment History
Current Registrations
Myers Capital Management, INC
Previous Registrations
Securities Service Network, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.
Vestax Securities CorporationBroker
Locust Street Securities, INC.Broker
Walnut Street Securities, INC.Broker
MML Investors Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
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.