Paul Coleman
Paul Coleman is a registered investment advisor at Citizens Securities, INC., based in Clifton Heights, PA, with 26 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 53,044 clients with $9.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Citizens Securities offers investment management through its Managed Account Program. The fees vary depending on the specific program selected.
The maximum annual rate for Citizens Securities' component of the fee is 2.00%. The total fee covers asset allocation recommendations, manager research, brokerage, custody, performance reports, and administrative services. Third-party manager fees typically range from 0.02% to 0.50%.
Fees are negotiable under some circumstances, such as the type and size of the client account and the range of services provided.
For Connect accounts, there is a minimum investment of $2,000.
Location
5251 W. Baltimore Pike, Clifton Heights, PA, 19018
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Employment History
Current Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Previous Registrations
Pfpc Distributors, INC.Broker
Professional Fund Distributors CORP.Broker
Investors Brokerage Services, INC.Broker
Hornor, Townsend & Kent, INC.Broker
State Registrations4 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.