Paul Frey
Paul Frey is a CFP-designated registered investment advisor at Confluence Financial Partners, based in Mcmurray, PA, with 31 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 4 more. Their firm serves 5,228 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Separately managed accounts charge up to 1.50% annually. Compass services charge 1.00% annually. Additional management fees apply for managed stock portfolios (0.25%), third-party managers (up to 0.70%), and sub-advisors (up to 0.85%). Fees are negotiable.
Fee Estimator
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.
Exams
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