Paul Means is a registered investment advisor at Means Wealth Management, based in Venice, FL, with 54 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,324 clients with $1.3B 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 $100K | 2.00% |
| $100K - $500K | 1.60% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Donor-Advised Funds and 529 Accounts: 0.75%. Means Wealth can charge higher or lower investment advisory fees, charge a flat fee, or charge a fee on a different interval, based upon certain criteria. Minimum annual fee for providing Investment Advisory Services of up to $5,000. Non-discretionary accounts and qualified charitable organizations often pay a lower fee. We provide advisory services to an investment club for a discounted fee.
Fee Estimator
Location
Venice, FL
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Regulatory History (1)
Customer Dispute
June 2000Other Business Activities
Paul is the Chairman of the Investment Committee for two endowments and a Board Member at Bangor Region YMCA, dedicating minimal time to these roles. He is also a Club Member and Chairman of the Investment Committee at Penobscot Associates, Inc., an investment club, spending minimal time on this activity as well.
Employment History
Current Registrations
Means Wealth Management
Previous Registrations
Means Investment CO., INC.
Means Wealth ManagementBroker
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.