Paul Isaac
Paul Isaac is a registered investment advisor at Invictus Advisory Services, based in Buffalo, NY, with 26 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 44 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paramount Wealth generally charges between 1% and 1.50% of the value of your portfolio each year. This fee is negotiable and may be higher or lower based on the size and complexity of your account, and the origin of the client. In special circumstances, a fixed fee may be arranged. Fees are paid quarterly, in advance.
Location
1090 Union Road, Suite 230, Buffalo, NY, 14224
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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 ActivitiesSells Insurance
Paul is a manager at Invictus Advisory Services and a shared registered representative with Peter Johnson Financial Services. He also owns Paramount Settlement Planning, LLC, which provides structured settlements to personal injury victims, and Precision Lien Resolution LLC, an attorney services firm.
Employment History
Current Registrations
Invictus Advisory Services
Previous Registrations
Invictus Advisory Services
Securities America Advisors, INC.
Securities America, INC.Broker
Securities Service Network, LLCBroker
MML Investors Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Securities Service Network, INC.Broker
Lasalle St Securities, L.L.C.Broker
1717 Capital Management CompanyBroker
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.