Paul Turadilok
Paul Turadilok is a registered investment advisor at Trusttree Financial LLC, based in Fort Lauderdale, FL, with 27 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 130 clients with $64M 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 $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable. Higher fees apply if financial planning is included.
Fee Estimator
Location
110 SE 6th Street, Ste. 1700, Fort Lauderdale, FL, 33301
Get directionsHistory
Regulatory History (1)
Criminal
October 1998Other Business ActivitiesSells Insurance
Paul owns rental property, a spirits brand (Mosca Spirits Inc), and works as a mortgage loan originator for Capstone Mortgage Lending LLC. He also works as an independent insurance agent selling life insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Trusttree Financial LLC
Previous Registrations
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Suntrust Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.Broker
Paragon Capital MarketsBroker
Barron Chase Securities, INC.Broker
J.P. Milligan, INC.Broker
Euro-Atlantic Securities INC.Broker
Meyers Pollock Robbins, 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.