Paul Stierhoff
Paul Stierhoff is a CFP-designated registered investment advisor at Seelaus Asset Management, LLC, based in Chatham, NJ, with 35 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 270 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seelaus Asset Management's (SAM) advisory fee for retail accounts can be up to 1.5% of the value of your portfolio annually. This fee is typically paid quarterly in advance. For institutional accounts, the fee can range up to 1.0% annually, paid quarterly in arrears. Fees are negotiable. SAM also offers an automated investment program called GAISER with a $10,000 minimum.
Location
26 Main Street, Suite 304, Chatham, NJ, 07928
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2004Other Business ActivitiesSells Insurance
Paul is an insurance agent with RSC Financial Products LLC since 2005, spending a few hours per week selling personal insurance products. He also serves as a trustee for the Henry & Agnes M. Truzack Foundation, dedicating about 10-20% of his time to grant decisions, recordkeeping, financials, and tax filings.
Employment History
Current Registrations
Seelaus Asset Management, LLC
R. Seelaus & CO., LLC
R. Seelaus & CO., LLCBroker
Previous Registrations
R. Seelaus & CO., INC.
Essex National Securities, INC.Broker
Mony Securities CORP.Broker
State Registrations20 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.