Kenneth Paul
Kenneth Paul is a CFP-designated registered investment advisor at Main Street Financial Solutions, LLC, based in Newtown, PA, with 24 years of industry experience. Kenneth 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 2,395 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Main Street Financial Solutions offers investment management services for an annual fee based on the amount of assets managed. The management fee can reach up to 2.00% depending on the size and composition of your portfolio, the services provided, and the advisor assigned to you. The fee is charged quarterly. For certain client holdings like held-away assets or alternative investments, Main Street Financial Solutions may negotiate a different fee rate.
Location
503 E. Washington Avenue, Suite 1C, Newtown, PA, 18940
Get directionsHistory
Regulatory History (1)
Criminal
April 1997Employment History
Current Registrations
Main Street Financial Solutions, LLC
Previous Registrations
Main Street Financial Solutions, LLC
Alliance Wealth Management Group, LLC
Purshe Kaplan Sterling InvestmentsBroker
Triad Advisors, INC.Broker
Prestige Wealth Management Group, LLC
LPL Financial LLC
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Vanguard Marketing CorporationBroker
Charles Schwab & CO., INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Investors CorporationBroker
State Registrations2 states
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.