Paul Chamberlain
Paul Chamberlain is a registered investment advisor at Wellesley Asset Management, INC., based in Pleasant Hill, IA, with 28 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,296 clients with $2B 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 | 1.00% |
Fees for referred client relationships range from 0.45% to 1.00% per annum based on agreements negotiated with the referring advisory firm or wrap sponsor.
Fee Estimator
Location
Pleasant Hill, IA
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2012Other Business Activities
Paul works as a Vice President at Wellesley Asset Management, Inc. since 2017. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Wellesley Asset Management, INC.
Foreside Fund Services, LLC
Foreside Fund Services, LLCBroker
Previous Registrations
Principal Funds Distributor, INC.Broker
Principal Global Investors
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations51 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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