Paul Muzzey
Paul Muzzey is a CFA-designated registered investment advisor at Capital Investment Services of America INC, based in Milwaukee, WI, with 36 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 937 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.45% |
Rates shown are for equity and blended accounts. Fixed income only accounts use a separate schedule starting at 0.70% for the first $1M. Charitable accounts receive a 15% discount on all fees.
Fee Estimator
Location
111 E. Wisconsin Avenue, Suite 1310, Milwaukee, WI, 53202
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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 →Employment History
Current Registrations
Capital Investment Services of America INC
State Registrations12 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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