Paul Edmunds
Paul Edmunds is a CFP-designated registered investment advisor at Money Concepts Advisory Service, based in Wilmington, NC, with 31 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 Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B 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 $1.0M | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.
Fee Estimator
Location
857 Wharton Avenue, Wilmington, NC, 28412
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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 Activities
Paul is a co-trustee for a client's family trust and has a tax practice, spending about 10-20% of his time on these activities. Paul also owns rental properties through Court Square Plaza, LLC and Plaza 23, LLC, dedicating minimal time to these ventures.
Employment History
Current Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Previous Registrations
Bcg Securities, INC.Broker
Sii Investments, INC.Broker
The Investment Center, INC.Broker
Gateway Financial Agency CorporationBroker
C. J. M. Planning CORP.Broker
Tfs Securities, INC.Broker
State Registrations2 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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