Paul Fritch is a registered investment advisor at Paul Edward Fritch CPA, based in Granada Hills, CA, 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 Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 6 clients with $1.7M 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 $200K | 2.00% |
| $200K+ | 1.68% |
Fees are negotiable.
Fee Estimator
Location
17738 Simonds St., Granada Hills, CA, 91344
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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 a Certified Public Accountant (CPA) in California, operating as a sole proprietor. He provides tax, accounting, bookkeeping, and management services, dedicating nearly full-time hours to this endeavor.
Employment History
Current Registrations
Paul Edward Fritch CPA
Previous Registrations
Wbb Securities, LLC
Wbb Securities, LLCBroker
National Asset Management, INC.
National Securities CorporationBroker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Securities America, INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations1 state
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