Paul Kiefer
Paul Kiefer is a CFP-designated registered investment advisor at Capital a Wealth Management, based in Cranberry Twp., PA, with 52 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,162 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital A charges a percentage of your portfolio each year for investment management services. The specific rate is determined by a contract. The fee is calculated based on the average daily balance of your account and is billed monthly in arrears. The custodian will directly debit your account for the advisory fee. At Capital A's discretion, asset amounts in accounts from the same household may be aggregated together to determine the advisory fee.
Location
8050 Rowan Road, Suite 401, Cranberry Twp., PA, 16066
Get directionsHistory
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 ActivitiesSells Insurance
Paul works as a financial advisor and investment advisor representative, including insurance licensed activities, for Capital A Wealth Management and Kiefer Financial Services. These activities involve retirement planning and take up full-time hours each week.
Employment History
Current Registrations
Capital a Wealth Management
Madison Avenue Securities, LLCBroker
Previous Registrations
SA Stone Investment Advisors INC.
Stonex Securities INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
American Capital Equities, INC.Broker
Fsc Securities CorporationBroker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
Ids/american Express INC.Broker
State Registrations28 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.