Paul Chamberlain
Paul Chamberlain is a registered investment advisor at Wellesley Asset Management, INC., based in Pleasant Hill, IA, 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 Investment Management. Their firm serves 1,478 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wellesley Asset Management's fees for referred clients range from 0.45% to 1.00% per year, based on the agreement with the referring advisory firm. There is a $500,000 minimum account size for new clients. Fees are deducted from client accounts quarterly, in advance, and unearned fees are refunded if the relationship ends early.
Location
Pleasant Hill, IA
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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.