Paul Doak
Paul Doak is a CFP-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in Bothell, WA, with 29 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 10,948 clients with $8.3B 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 | 1.85% |
Maximum fee rate is up to 1.85% based on account size, investment types, and restrictions. Fees are negotiable.
Fee Estimator
Location
Bothell, WA
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2018Customer Dispute
August 1998Other Business ActivitiesSells Insurance
Paul is an insurance agent since 1996, dedicating a few hours per week to insurance sales. He also serves as a board member for Waterbury Meadows Home Owners Association, spending minimal time on this activity.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
D.H. Hill Advisors, INC.
D.H. Hill Securities, LllpBroker
Princor Financial Services CorporationBroker
Mony Securities CORP.Broker
Princor Financial Services CorporationBroker
State Registrations1 state
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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