Paul Dyer
Paul Dyer is a registered investment advisor at Optivise Advisory Services LLC, based in Hampden, ME, with 18 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, High Net Worth, and 4 more. Their firm serves 1,233 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Maximum annualized fee is 1.80% for non-options-based accounts and 1.95% for options-based accounts. Fees are negotiable.
Fee Estimator
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.