Paul Sipala
Paul Sipala is a ChFC-designated registered investment advisor at Iams Wealth Management, LLC, based in Aiken, SC, with 40 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,633 clients with $400M 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 $500K | 1.85% |
| $500K - $1.0M | 1.70% |
| $1.0M - $2.0M | 1.55% |
| $2M+ | 1.55% |
Fees are negotiable. IAMS Wealth also charges an administrative and technology fee of $100 per account, per year, billed at $8.33 per month.
Fee Estimator
Location
Aiken, SC
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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 100% owner of Paul V. Sipala, Jr, LLC since 2017, spending about 10% of his time on tax preparation and fixed and index annuities. He also dedicates nearly full-time hours per week to insurance sales, offering life insurance, disability, annuities, and Medicare supplements.
Employment History
Current Registrations
Iams Wealth Management, LLC
Previous Registrations
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Intersecurities, INC.
Intersecurities, INC.Broker
Royal Alliance Associates, INC.Broker
National Planning CorporationBroker
Advantage Capital CorporationBroker
Nylife Securities INC.Broker
Royal Alliance Associates, INC.Broker
W. S. Griffith & CO., INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
State Registrations3 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.