Paul Truesdell is a ChFC-designated registered investment advisor at Truesdell Wealth, INC., based in Ocala, FL, with 28 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 61 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truesdell Wealth does not charge a percentage of your portfolio. Instead, investment management fees are a fixed dollar amount per month, paid in advance. The monthly fees are:
- Individual Portfolio: $30/month
- Investment Management: $300/month
- Wealth Management: $700/month
The recommended minimum investment balance is $250,000, but exceptions may be made.
Location
200 N.W. 52nd Ave., Ocala, FL, 34482
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 the sole shareholder and president of Truesdell Consulting, Inc. (TCI), which serves as the primary arm for his business activities, including insurance agency, insurance & securities litigation, broadcast journalism and news.
Employment History
Current Registrations
Truesdell Wealth, INC.
Previous Registrations
Titan Securities
Brookstone Investment Advisory Services
Associated Securities CORP.
Associated Planners Investment Advisory INC
The Advisors Group, INC.
State Registrations8 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.