Paul Babij is a CFA-designated registered investment advisor at Sundial Wealth LLC, based in Boca Raton, 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, Investment Management, and 1 more. Their firm serves 58 clients with $130M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Annual fee is negotiable.
Fee Estimator
Location
3200 North Federal Highway, Suite 228, Boca Raton, FL, 33431
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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 is a real estate agent and owner of Sundial Real Estate Partners, which may enter into joint ventures or participate in real estate syndications. He also owns Sundial Studios, which may launch or take ownership in privately owned businesses.
Employment History
Current Registrations
Sundial Wealth LLC
Previous Registrations
Ascent Systematic Advisors LLC
Norfolk Markets, LLCBroker
Avm, L.P.Broker
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
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.