Paul Mardoian is a CFP-designated registered investment advisor at Bayworth Capital, based in Chicago, IL, with 37 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 183 clients with $63M 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 | 1.00% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
875 N Michigan Avenue, Suite 3100, Chicago, IL, 60611
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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 ActivitiesSells Insurance
Paul is a sole proprietor of Smart Solutions for Insurance and Retirement Plans, acting as an insurance broker. He dedicates nearly full-time hours to this activity, including some time during trading hours, and also works with PEOs as needed.
Employment History
Current Registrations
Bayworth Capital
Previous Registrations
Triad Advisors LLCBroker
Fairhaven Wealth Management, LLC
Triad Advisors, INC.Broker
American Portfolios Advisors, INC
Rh Financial Group, LLC
American Portfolios Financial Services, INC.Broker
Questar Capital CorporationBroker
Waterstone Financial Group, INC.
Results One Financial, LLC
Waterstone Financial Group, INC.Broker
Terra Securities CorporationBroker
Capital Securities Investment CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.