PK
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Paul Kingston
22 Years of Experience
Jenkintown, PA
1 Disclosure
Paul Kingston is a registered investment advisor at Alvin Clay Financial Advisors, LLC, based in Jenkintown, PA, with 22 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 119 clients with $150M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
119 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$154.6M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
309 York Road, Suite 215, Jenkintown, PA, 19046
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2002Settled
Employment History
Current Registrations
Alvin Clay Financial Advisors, LLC
January 2025 - Present · 1 yr 3 mos
Previous Registrations
Meridian Wealth Partners, LLC
April 2017 - December 2024 · 7 yrs 8 mos
Great Valley Advisor Group, INC.
September 2015 - April 2017 · 1 yr 7 mos
LPL Financial LLC
October 2010 - May 2017 · 6 yrs 7 mos
LPL Financial LLCBroker
August 2010 - May 2017 · 6 yrs 9 mos
Citigroup Global Markets INC.
August 2009 - May 2010 · 9 mos
Citigroup Global Markets INC.Broker
December 2007 - May 2010 · 2 yrs 5 mos
Wachovia Securities, LLCBroker
March 2004 - December 2004 · 9 mos
Financial Network Investment CorporationBroker
June 2001 - April 2002 · 10 mos
Penn Securities, INC.Broker
November 1998 - May 2001 · 2 yrs 6 mos
First Union Brokerage Services, INC.Broker
May 1998 - November 1998 · 6 mos
First Clearing CorporationBroker
March 1998 - October 1998 · 7 mos
State Registrations1 state
PA
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.