Paul Baures is a registered investment advisor at Provident Trust Company, based in Waukesha, WI, with 22 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. Their firm serves 1,037 clients with $6.9B 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 $3.0M | 0.80% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fee rates, account minimums and billing methods are negotiable under certain circumstances. All individually managed accounts under $100,000 in size will be charged an annual fee of 1.00% even if part of a larger account relationship.
Fee Estimator
Location
N16 W23217 Stone Ridge Drive, Suite 310, Waukesha, WI, 53188-1199
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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
Provident Trust Company
Previous Registrations
Broadview Advisors, LLC
State Registrations1 state
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.