Paul Frey
Paul Frey is a CFP-designated registered investment advisor at Confluence Financial Partners, based in Mcmurray, PA, with 30 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 3 more. Their firm serves 5,044 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Confluence Financial Partners offers investment management services through separately managed accounts and a Compass Service. Fees for separately managed accounts range from 0.20% to 1.50% annually, including financial planning. Managed stock portfolios have an additional 0.25% active management fee. Third-party managers have additional fees ranging from 0.1% to 0.65%. The Compass Service has a 1.00% annual fee. A minimum annual fee of $1,000 applies to new clients if the household fee is less than that amount.
Location
732 E Mcmurray Rd, Mcmurray, PA, 15317
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2002Customer Dispute
June 2001Employment History
Current Registrations
Confluence Financial Partners
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, 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.