Paul Tichy is a registered investment advisor at Stiles Financial Services, INC., based in Edina, MN, with 31 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 250 clients with $440M 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 | 1.15% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
The platform technology fee is charged quarterly and once the household assets under management surpass the $3,000,001 threshold, then all the assets in the household will be charged at the lower fee rate. SFSI also offers investment discretionary services on direct packaged products such as mutual funds, including 529 accounts and variable insurance products. A flat annual fee of 0.50% of the assets under management will be charged quarterly. For variable insurance products a flat annual fee of 0.75% of the assets under management will be charged quarterly. Fees are negotiable.
Fee Estimator
Location
7505 Metro Blvd, Suite 510, Edina, MN, 55439
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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 Activities
Paul is a board member of the Orono Baseball Assoc since 2011, dedicating minimal time. This activity is not investment-related.
Employment History
Current Registrations
Stiles Financial Services, INC.
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Fisher Investments
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.Broker
Cowen and CompanyBroker
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Janney Montgomery Scott LLCBroker
U.S. Bancorp Piper Jaffray INC.Broker
Sg Cowen Securities CorporationBroker
Dain Rauscher IncorporatedBroker
Wessels, Arnold & Henderson, L.L.C.Broker
Liberty Securities CorporationBroker
Kemper Financial Services, INC.Broker
Allied Capital Group, INC.Broker
Dunhill Investments LTD.Broker
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.