Paul Stierhoff
Paul Stierhoff is a CFP-designated registered investment advisor at Seelaus Asset Management, LLC, based in Westfield, NJ, with 35 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 273 clients with $1.7B 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% |
Basic advisory fee for retail accounts can range up to 1.50% of assets under management, paid quarterly in advance. Fees are negotiable.
Fee Estimator
Location
Westfield, NJ
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 Registrations19 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.
Exams
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