PB
PB

Paul Biggin

4 Years of Experience
Melville, NY

Paul Biggin is a registered investment advisor at Biggin, INC., based in Melville, NY, with 4 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 91 clients with $73M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
91 clients
Average Client Portfolio
$799K average
Assets Under Management
$72.7M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200K1.75%
$200K - $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

Accounts within the same household may be combined for a reduced fee. The annual advisory fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

445 Broadhollow Road, Suite 25, Melville, NY, 11747

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Biggin, INC.
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
September 2012 - October 2012 · 1 mo
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.