Paul Fair
Paul Fair is a registered investment advisor at Paul Fair Associates, LLC, based in Birdsboro, PA, with 22 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 26 clients with $3.5M 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 | 1.75% |
Fees are negotiable and may be lower than 1.75% based on various factors.
Fee Estimator
Location
334 Washington Street, Birdsboro, PA, 19508
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2007Customer Dispute
October 2004Criminal
October 1978Other Business ActivitiesSells Insurance
Paul is associated with Paul Fair Associates, LLC as a registered investment advisor. He also sells fixed insurance and fixed annuity products.
Employment History
Current Registrations
Paul Fair Associates, LLC
Previous Registrations
Fsc Securities Corporation
Pan-American Investment Advisers, INC.
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.