Paul Sloate is a registered investment advisor at Green Drake Advisors LLC, based in Bryn Mawr, PA, with 10 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 19 clients with $8.9M 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 negotiable and may be higher or lower than the stated range (0.50% to 1.50%) based on the nature of the account. Factors affecting fee percentages include the size of the account, complexity of asset structures, and other factors.
Fee Estimator
Location
1030 E Lancaster Avenue, Apt 304, Bryn Mawr, PA, 19010
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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.
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Paul is the CEO and Founding Partner of WSL Family Office & Private Wealth Management, LLC, dedicating a few hours per week to this role. He also serves as a Director and Corporate Secretary for MiRealm, Inc. (minimal time), engages in public speaking (a few hours per week), and is an Adjunct Professor in Economics at Manor College (a few hours per week).
Employment History
Current Registrations
Green Drake Advisors LLC
State Registrations1 state
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