Paul Puro is a registered investment advisor at Rhl Group, LLC, based in Holly, MI, 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 351 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
The annual fee is negotiable. There are also separate fee schedules for fee-based variable annuity management (0.75% up to $1,000,000, 0.50% over $1,000,000), 529 plan asset management (0.50% on all assets), and capital preservation account management (0.25% on all assets).
Fee Estimator
Location
115 Battle Alley, Holly, MI, 48442
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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 is an independent insurance agent for various companies, dedicating about 10-20% of his time to this. He also owns Puro Financial Services, LLC, spending minimal time on it.
Employment History
Current Registrations
Rhl Group, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Spc
Sigma Financial CorporationBroker
Diversified Investors Securities CORP.Broker
Princor Financial Services CorporationBroker
Auto Club Funds, INC.Broker
MML Investors Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
MML Investors Services, INC.Broker
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.