Paul Orchosky
Paul Orchosky is a CFP, ChFC-designated registered investment advisor at Oneseven, based in Beachwood, OH, with 33 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122
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Regulatory History (1)
Customer Dispute
August 2009Other Business ActivitiesSells Insurance
Paul is an independent licensed insurance agent since 1991, selling fixed and variable annuities in multiple states. This activity is investment-related.
Employment History
Current Registrations
Oneseven
Mgo Securities CORP.Broker
Previous Registrations
Mgo Investment Advisors INC.
Moskal Klein Securities CorporationBroker
Tempo Securities CorporationBroker
Fsc Securities CorporationBroker
State Registrations7 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.