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Paul Siluch

25 Years of Experience
Victoria, Bc
BrokerSells Insurance

Paul Siluch is a registered investment advisor at Raymond James (USA) LTD, based in Victoria, Bc, with 25 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,864 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
119 advisors
Number of Clients
4,864 clients
Average Client Portfolio
$409K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $1.0M1.75%
$1.0M - $3.0M1.50%
$3.0M - $5.0M1.25%
$5M+1.00%

Fees are negotiable with the financial advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

#1000 - 1175 Douglas Street, Victoria, Bc, V8W 2E1

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Paul is a financial advisor at Raymond James Ltd and is also licensed with Raymond James Financial Planning Ltd, where he sells life insurance. He also spends time as an author, a board member for the University of Victoria Foundation, a limited partner at Yellow Point Equity Partners, and treasurer for the Vancouver Island Cross Country Association.

Employment History
Current Registrations
Raymond James (USA) LTD
April 2012 - Present · 14 yrs 1 mo
Raymond James (USA) LTD.Broker
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2012 - April 2012 · 3 mos
Raymond James Financial Services, INC.Broker
January 2003 - April 2012 · 9 yrs 3 mos
Raymond James LTD (USA), INC.Broker
June 2000 - January 2003 · 2 yrs 7 mos
State Registrations7 states
AZCACOFLMETXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Paul Siluch - Financial Advisor | TrueAdvisor