Paul Mutch is a ChFC-designated registered investment advisor at Windrose Advisors LLC, based in Waltham, MA, with 17 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 149 clients with $2.5B 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% |
Clients also pay a 0.02% fee for reporting and data aggregation. Fees are negotiable in certain circumstances.
Fee Estimator
Location
Watermill Center, 800 South Street, Suite 600, Waltham, MA, 02453
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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 Activities
Paul is a trustee for the USS Constitution Museum, a board member and coach for Belmont Youth Baseball, and a committee member for the Belmont Veterans Memorial Committee. These activities take a few hours per week.
Employment History
Current Registrations
Windrose Advisors LLC
Previous Registrations
First Republic Investment Management, INC.
VC & C Capital Advisers, LLC
Ernst & Young Investment Advisers LLP
State Registrations1 state
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