Paul Needham
Paul Needham is a registered investment advisor at Colemma Asset Management LLC, based in Norwood, MA, with 2 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 4 clients with $390K 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 Estimator
Location
Norwood, MA
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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 works as a Program Manager at Point32Health, managing a health insurance program. This is not investment-related and takes nearly full-time.
Employment History
Current Registrations
Colemma Asset Management LLC
State Registrations1 state
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