Paul Ewell
Paul Ewell is a registered investment advisor at Portside Wealth Group, LLC, based in Provo, UT, with 24 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5,384 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portside Wealth Group charges an annual fee for managing your investments, ranging from 0% to 2% of your portfolio's value. The exact percentage depends on the size of your portfolio, the complexity of the services, and the level of administration you request. The fee is calculated based on the balance at the end of the previous quarter and is billed quarterly in advance. The fee is negotiable.
Location
3507 N University Ave, Suite 150, Provo, UT, 84604
Get directionsHistory
Regulatory History (2)
Judgment / Lien
February 2018Customer Dispute
March 2014Other Business ActivitiesSells Insurance
Paul owns Financial Foundations, LLC, an investment advisory services DBA for RIA affiliation. He also sells various types of insurance through Paul Ewell Investments and Insurance Services Inc., dedicating about half his time to this. Paul also spends minimal time as a musician in a band.
Employment History
Current Registrations
Portside Wealth Group, LLC
Previous Registrations
Townsquare Capital, LLC
Ars Investment Advisors, INC.
Allegis Investment Advisors, LLC
Lee Miles LLC
Vantage Point Investments, INC.
Spc
Washington Square Securities, INC.
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.