Paul Dyer
Paul Dyer is a registered investment advisor at Optivise Advisory Services LLC, based in Hampden, ME, with 17 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,216 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Optivise Advisory Services charges an annual fee based on a percentage of the value of your investments.
Maximum annual fee for accounts that do not use options: 1.80% Maximum annual fee for accounts that use options: 1.95%
Fees are negotiable and are billed monthly based on the average daily balance of your account. The fee is deducted directly from your account.
Location
43 Western Ave, Hampden, ME, 04444
Get directionsHistory
Regulatory History (3)
Regulatory
May 2008Investigation
December 2007Employment Separation After Allegations
October 2007Other Business ActivitiesSells Insurance
Paul is involved in several businesses, including Legacy Insurance and Financial Advisors (where he receives rental income), US Tax Centers of Bangor, United Cloud Partner Services, Real4Rent, Master Mentors LLC, Secure Cloud Service Corporation, Legacy Charities, Rent4Real Real Estate, Scuba Dive Guys, and Air Attic. His activities range from passive investment to active involvement in tax preparation, IT services, business consulting, and charitable work.
Employment History
Current Registrations
Optivise Advisory Services LLC
Previous Registrations
Optivise Advisory Services LLC
Virtue Capital Management, LLC
Fusion Capital Management
Intersecurities, INC.
Intersecurities, INC.Broker
Usallianz Securities, INC.Broker
Hp Securities, INC.Broker
H.D. Vest Investment Securities, INC.Broker
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.