Paul Rushmann
Paul Rushmann is a ChFC-designated registered investment advisor at Advanced Advisor Group, LLC, based in Cambridge, MN, with 38 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 58 clients with $11M 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 $210K | 1.04% |
| $210K - $500K | 0.96% |
| $500K - $1.0M | 0.88% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.68% |
| $10M+ | 0.60% |
Fixed Income and Cash Management Accounts include a limited selection of investments, such as CDs, money market accounts, and certain preapproved, limited funds. If the account contains investments outside of these options, the standard fee schedule applies. The fee schedule for fixed income and cash management accounts is: $0 to $99,999: 0.60%, $100,000 and higher: 0.36%
Fee Estimator
Location
1995 East Rum River Drive S, Cambridge, MN, 55008
Get directionsHistory
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 a basketball referee from November to March, working up to 12 hours per week during the season. He also facilitates fixed life insurance referrals to a Brokerage General Agency (BGA) as a licensed life agent, dedicating minimal time to this activity.
Employment History
Current Registrations
Advanced Advisor Group, LLCBroker
Efs Advisors
Previous Registrations
Wea Financial Advisors, INC.
Wea Investment Services, INC.Broker
The Leaders Group, INC.Broker
Voya Financial Advisors, INC.Broker
Financial Network Investment CorporationBroker
Ing Financial Partners, INC.Broker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Sii Investments, INC.Broker
Fsc Securities CorporationBroker
H. Beck, INC.Broker
Elan Investment Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations2 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.