Paul Huebner
Paul Huebner is a registered investment advisor at Adage Investment Advisors, L.L.C., based in Fort Collins, CO, with 26 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 6 clients with $14M 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 | 1.00% |
| $1M+ | 0.75% |
For new client accounts opened after March 31, 2012. For managed bond accounts, the fee is 0.35% per year, or 0.25% per year for accounts with $10,000,000 or more.
Fee Estimator
Location
Fort Collins, CO
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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 has a tax practice and spends a few hours per week on tax-related work, mostly during business hours. This activity is not investment-related.
Employment History
Current Registrations
Adage Investment Advisors, L.L.C.
Previous Registrations
Seer Investment Advisors
Huebner, Paul
The Ayco Company,l.p.
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.