Paul Lebowitz
Paul Lebowitz is a CFP-designated registered investment advisor at Princeton Global Asset Management LLC, based in Boynton Beach, FL, with 39 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 365 clients with $920M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable based on account size, securities held, and client restrictions, up to a maximum of 1.50%. Accounts falling below a certain threshold are subject to a minimum annual fee of $5,000.
Fee Estimator
Location
Boynton Beach, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2003Other Business Activities
Paul works as an investment advisor at Princeton Global Asset Management.
Employment History
Current Registrations
Princeton Global Asset Management LLC
Previous Registrations
Chelsea Financial ServicesBroker
FsicBroker
Securevest Financial GroupBroker
Fountainhead Capital Management, LLC
Davidson Wealth Management LLC
Davidson Asset Managment, INC.
Royal Alliance Associates, INC.Broker
Financial Network Investment CorporationBroker
Pennsylvania Securities CompanyBroker
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.
Exams
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