Paul Deeley is a registered investment advisor at Capvisor Associates, LLC, based in Needham, MA, with 23 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. Their firm serves 27 clients with $670M 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 $1.0M | 0.75% |
| $1.0M - $1.3M | 0.70% |
| $1.3M - $1.5M | 0.65% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $3.5M | 0.60% |
| $3.5M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fee Estimator
Location
Needham, MA
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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 the president of the Grand Summit Owners Association, a board of directors for a ski resort hotel, since 2005. This takes a few hours per week, with minimal time during trading hours.
Employment History
Current Registrations
Capvisor Associates, LLC
Previous Registrations
Beacon Pointe Advisors, LLC
Albert Heeg Investment Management
Congress Asset Management CO
State Registrations1 state
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