Paul Embree is a registered investment advisor at Embree Financial Group, based in Chicago, IL, 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 Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 936 clients with $2.6B 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% |
The maximum fee charged is 1.50% per year. Fees are negotiable based on the level of services provided and amount of assets involved.
Fee Estimator
Location
440 N. Wells St. Suite #530, Chicago, IL, 60610
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 →Employment History
Current Registrations
Embree Financial Group
Previous Registrations
Plowshares Asset Management, L.L.C.
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.
Exams
More Advisors
- Samantha Davidson, CFPEmbree Financial Group
- James Karabas, CFPEmbree Financial Group
- Lara Dalton, CFPEmbree Financial Group
- Andrew Nigh, CFAEmbree Financial Group
- Jennifer Clifford, CFPEmbree Financial Group
- Nicholas Hunt, CFPOppenheimer & CO. INC.